即能完成产品的理财师的销售成

随着中国高净值人群规模和私人财富管理市场需求不断扩大，理财师俨然将成为提供个人资产配置服务的重要力量。移动互联网时代，理财师群体面临着众多的行业痛点。理财产品良莠不齐，客户人群参差不齐，需求千差万别，甚至是生活作息习惯也各不相同。这些问题严重影响了理财师的服务质量和工作效率。在这样的背景下，新版金融岛平台应运而生。金融岛平台致力于打造理财师的独立工作室，帮助理财师解决工作难题，提升工作效率。
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改版后的金融岛巧妙运用时下流行的互联网技术（B2C / C2B / O2O/SNS模式），通过与各大知名金融机构的合作筛选出更为优质的产品。产品覆盖信托产品、资管计划、阳光私募、PE/VC、海外基金、海外保险等投资理财栏目，做到为高净资客户提供丰富的理财产品。

此外平台汇集投研报告、存续服务、客户资产配置方案等理财师业务服务系统，全方位解析理财产品，降低理财师销售成本；同时平台通过后台开通风控管理系统，在进行机构尽调、平台认证后，结合大数据与专家评级进行风控管理，最大程度披露产品细节。让理财师能够从客户的客观理财需求为出发点，根据客户的风险偏好、财务状况、家庭结构、收益期望等因素量身定制理财规划。通过理财师VIP管家式的服务态度，将国内外优秀的理财模式和产品通过科学的规划配置给客户，帮助客户实现财富健康、稳健、持续的增长。