Use when a wealth team needs to build an aggressive client allocation plan, align higher risk tolerance with target weights, and deliver rebalancing actions, product shortlist, and compliant communication notes.
这个 skill 面向进取型客户,强调收益潜力与风险承受能力的匹配,输出包括高权益配置比例、再平衡建议、适配产品清单与风险揭示。
scripts/run_skill.py:生成配置与再平衡建议shared/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/allocation-framework.mdreferences/rebalancing-guidelines.mdreferences/communication-points.md