Use when a relationship manager needs to match wealth-management products to a client profile, compare main and backup options, and produce compliant suitability notes, communication points, and follow-up actions.
这个 skill 面向银行财富管理一线理财经理，核心是把客户画像、风险承受能力、期限与流动性约束、当前持仓与产品池做出清晰的适当性匹配，并生成可直接用于客户沟通的适配结论与合规提示。
scripts/run_skill.py：运行适配评估并输出 Markdown/JSONshared/wealth_management_skill_engine.py示例命令：
python scripts/run_skill.py --input assets/example-input.json --format markdown
references/input-schema.mdreferences/output-schema.mdreferences/suitability-checklist.mdreferences/client-interview-outline.mdreferences/risk-disclosure-points.md