分级管理+AI 赋能券商重塑投顾专业价值

金融投资报2025-07-31

二是，在队伍体系化建设上，多家券商愈发重视投顾队伍的分级管理，实现人才精准定位与资源优化。中信建投是业内较早进行投顾队伍体系化建设的企业。据投顾业务有关负责人介绍，该公司根据投资经验、服务能力、培训比赛、客户满意度跟踪等维度，持续选拔储备投顾专业人才，并动态调整投顾专业等级，优中选优，形成了涵盖行业投顾、金牌投顾、白金投顾、资深白金投顾、首席投顾的五级专业人才体系。三是，在科技赋能上，许多券商在...

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