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为潜在客户撰写专业投资建议书，涵盖机构理念、建议配置、预期结果与费用结构。适用于新客户提案或新策略演示。触发词：投资建议书、潜客演示、新客户提案、为某某做提案。
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Showing SKILL.md
Based on SOC occupation classification
| name | investment-proposal |
| version | 1.0.0 |
| description | 为潜在客户撰写专业投资建议书，涵盖机构理念、建议配置、预期结果与费用结构。适用于新客户提案或新策略演示。触发词：投资建议书、潜客演示、新客户提案、为某某做提案。 |
| tags | ["wealth","proposal","prospect","财富管理"] |
| allowed_tools | ["read_file","write_file","bash","webSearch"] |
收集：
一、关于我们（1 页）
二、理解您的需求（1 页）
三、建议投资策略（2–3 页）
建议配置表：
| 资产类别 | 占比 | 工具 | 理由 |
|---|---|---|---|
四、预期结果（1–2 页）
五、费用结构（1 页）
六、如何开始（1 页）
pptx-author）