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Showing 11,977–12,000 of 15,591 skills
- Bank T190 Wealth Management Selling Point Assistant当用户需要在银行财富管理场景下，围绕产品卖点进行适配、配置、推荐、方案设计或备选方案比较时使用本技能。适合输出主方案、备选方案、匹配逻辑、风险提示和沟通要点。Votes: 0GitHub stars: 232
- Bank T188 Wealth Management Sip Advice AssistantUse when wealth advisors need to craft or compare systematic investment plan (SIP) advice in a bank wealth-management context, including target setting, product selection, allocation logic, and compliant communication notes.Votes: 0GitHub stars: 232
- Bank T184 Wealth Management Holding Diagnosis AssistantUse when a wealth manager needs to diagnose a client portfolio, explain performance drivers and concentration risks, and produce a compliant holding-diagnosis brief with follow-up actions.Votes: 0GitHub stars: 232
- Bank T182 Wealth Management High Net Worth Allocation High Net Worth AssistantUse when a wealth team needs to design high-net-worth client allocations, translate family goals and constraints into layered buckets, and output a compliant allocation plan with rebalancing steps and product shortlist.Votes: 0GitHub stars: 232
- Bank T181 Wealth Management Product Suitability Senior AssistantUse when an advisor needs to match wealth-management products to an elderly client profile, compare main and backup options, and deliver suitability notes with senior-friendly communication points and risk disclosures.Votes: 0GitHub stars: 232
- Bank T180 Wealth Management Asset Allocation AssistantUse 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.Votes: 0GitHub stars: 232
- Bank T179 Wealth Management Asset Allocation AssistantUse when a wealth team needs to build a balanced client allocation plan, compare current vs target weights, and deliver rebalancing actions, product shortlist, and compliant communication notes.Votes: 0GitHub stars: 232
- Bank T178 Wealth Management Asset Allocation AssistantUse when a wealth team needs to build a conservative client allocation plan, combine current holdings with target weights, and produce rebalancing actions, product shortlist, and compliant communication notes.Votes: 0GitHub stars: 232
- Bank T177 Wealth Management Product Suitability Private Banking AssistantUse when a private-banking advisor needs to match products to a high-net-worth or family-wealth profile, compare main and backup options, and produce suitability logic, family-balance notes, and compliant communication points.Votes: 0GitHub stars: 232
- Bank T176 Wealth Management Product Suitability Rm AssistantUse 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.Votes: 0GitHub stars: 232
- Bank T170 Retail Finance Work Order Classification Assistant当用户需要在银行零售金融场景下，对客户工单进行分类归因、优先级排序与路由建议时使用本技能。适合输出分类分布、优先级清单与SLA风险提示。Votes: 0GitHub stars: 232
- Bank T169 Retail Finance Complaint Comfort Assistant当用户需要在银行零售金融场景下，为具体客诉生成安抚沟通话术、表达结构与跟进建议时使用本技能。适合输出可直接使用的沟通主线、禁用表述提醒与跟进计划。Votes: 0GitHub stars: 232
- Bank T168 Retail Finance Complaint Attribution Assistant当用户需要在银行零售金融场景下，对客户投诉进行归因拆解、驱动项识别、问题定位与改进建议输出时使用本技能。适合输出归因结论、证据链与后续改进动作。Votes: 0GitHub stars: 232
- Bank T167 Retail Finance Activity Lift Assistant当用户需要在银行零售金融场景下，对手机银行活跃度进行提升、分层排序、触达动作设计或效果指标设定时使用本技能。适合输出优先级名单、触达节奏与复盘指标。Votes: 0GitHub stars: 232
- Bank T166 Retail Finance Card Churn Warning Assistant当用户需要在银行零售金融场景下，对信用卡客户的流失风险进行持续监测、信号识别、分层预警与行动建议时使用本技能。适合输出预警名单、风险级别、触达优先级与挽留动作建议。Votes: 0GitHub stars: 232
- Bank T150 Corporate Finance Task Assistant当用户需要在银行对公金融场景下，围绕条款核验进行完整性、一致性、真实性或规则符合性检查时使用本技能。适合输出核验结论、异常项清单、补件要求和升级复核建议。Votes: 0GitHub stars: 232
- Bank T149 Corporate Finance Task Assistant当用户需要在银行对公金融场景下，围绕发票核验进行完整性、一致性、真实性或规则符合性检查时使用本技能。适合输出核验结论、异常项清单、补件要求和升级复核建议。Votes: 0GitHub stars: 232
- Bank T147 Corporate Finance Task Assistant当用户需要在银行对公金融场景下，围绕组合推荐进行适配、配置、推荐、方案设计或备选方案比较时使用本技能。适合输出主方案、备选方案、匹配逻辑、风险提示和沟通要点。Votes: 0GitHub stars: 232
- Bank T146 Corporate Finance Task Assistant当用户需要在银行对公金融场景下，围绕机会识别进行持续监测、风险扫描、异常识别或预警提示时使用本技能。适合输出风险信号摘要、优先级判断、处置建议和升级路径。Votes: 0GitHub stars: 232
- Bank T145 Corporate Finance Task Assistant当用户需要在银行对公金融场景下，围绕客户画像进行成因拆解、指标解读、问题归因或专题诊断时使用本技能。适合输出结构化诊断结论、驱动项说明、后续追问方向和业务提示。Votes: 0GitHub stars: 232
- Bank T144 Corporate Finance Task AssistantUse when you need a bank corporate credit approval-opinion drafting assistant (审批意见/条款建议/有条件同意). Trigger this skill for把授信申请要素、风险点与缓释措施整理成可会签的审批意见草稿、提款前条件与贷后监测条款，并可用脚本从结构化输入生成 Markdown 审批意见初稿。Votes: 0GitHub stars: 232
- Bank T143 Corporate Finance Task AssistantUse when you need a bank corporate credit issue-list assistant (问题清单/补件清单/催办台账). Trigger this skill for把审查问题拆成“严重程度、证据要求、责任到人、截止时间、升级路径”的可执行清单，并可用脚本从结构化输入生成问题台账与催办要点。Votes: 0GitHub stars: 232
- Bank T142 Corporate Finance Task AssistantUse when you need a bank post-loan visit follow-up assistant to turn visit notes/materials into a structured memo (摘要/关键更新/风险观察/用途核验/行动项). Trigger this skill for贷后回访纪要、现场走访记录整理、催办跟踪与行动项台账生成，并可用脚本从结构化输入生成标准纪要。Votes: 0GitHub stars: 232
- Bank T140 Corporate Finance Task AssistantUse when you need a bank corporate-risk monitoring assistant for enterprise litigation/penalty/enforcement scanning (处罚/诉讼/被执行/失信等). Trigger this skill for requests to做“扫描分级、核验清单、处置动作、升级路径”的结构化输出，并可用脚本把输入事件台账生成监测简报。Votes: 0GitHub stars: 232