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Productivity · SKILL.md

fund-advisor-assistant

fund-advisor-assistant

基金投顾助手。当用户需要基金投资建议、资产配置方案、客户风险匹配、基金筛选或投顾话术支持时触发;帮助理财经理完成客户画像、需求分析、方案制定与风险揭示。

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