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Ejecuta cualquier Skill en Manus con un clic

Asesores financieros personales

Operaciones empresariales y financieras · Habilidades y competencias laborales · SOC 13-2052 · 986 skills

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▶3 tareas típicas de O*NET

Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
Answer clients' questions about the purposes and details of financial plans and strategies.

Los datos de tareas se han extraído de O*NET® 29.1 Database de USDOL/ETA y se utilizan bajo CC BY 4.0.

skill-name-here

aliyun/qwen-dianjin

简要描述这个Skill做什么（1-2句话）。当用户提到XX、YY、ZZ时触发。不用于XX场景（负触发条件）。

FerroxLabs/wayland

End-to-end home purchase guide covering financial readiness assessment, mortgage pre-approval, house hunting strategy, making offers, home inspection, closing process, first-time buyer programs, and moving coordination. Use when the user asks about house buyer or needs help with related topics. Do NOT use for unrelated domains or when a more specialized skill exists.

home-buying-checklist

FerroxLabs/wayland

Produces a complete home buying process checklist covering financial preparation, mortgage pre-approval steps, house hunting strategy, offer and negotiation phases, inspection, and closing. This is a process guide that structures the entire home buying journey from initial readiness assessment through move-in. Use when the user asks about buying a home, the home buying process, or wants a checklist for purchasing a house. Do NOT use for mortgage comparison math (use mortgage-comparison), insurance decisions (use insurance-comparison), or investment account decisions (use investment-account-types).

FerroxLabs/wayland

Expert guidance for residential property flipping including acquisition strategies (MLS, auctions, wholesalers), renovation scope assessment, contractor management, budget tracking using the 70% rule, timeline planning, After Repair Value (ARV) calculation, and selling strategy for maximum profit. Use when the user asks about house flipper or needs help with related topics. Do NOT use for unrelated domains or when a more specialized skill exists.

travel-rewards-optimizer

FerroxLabs/wayland

Creates a points and miles earning and redemption strategy organized by program type. Gathers the user's current rewards accounts, travel goals, spending patterns, and redemption preferences to produce a structured earning plan and a redemption value comparison that maximizes travel reward value per dollar spent. Use when the user asks about travel rewards, how to use points or miles, maximizing credit card travel benefits, or choosing a rewards strategy. Do NOT use for general credit card comparison (use personal-finance skills), travel insurance evaluation (use travel-insurance-evaluator), or travel budgeting (use budget-travel-planner).

insurance-product-comparison

aifinlab/FinClaw

当用户需要对比不同保险产品时使用此 skill。适用于产品责任对比、费率对比、公司服务对比、性价比分析等场景。

wealth-advisor-compliance-communication-assistant

aifinlab/FinClaw

当用户需要在银行财富管理场景下生成、审阅、改写或校准合规沟通话术时，使用此技能。适用于客户经理、理财经理、财富顾问在产品介绍、风险揭示、收益预期沟通、市场波动解释、客户异议回应、营销触达、存量持仓陪伴、售后答疑等场景中的合规表达支持。当任务涉及“如何说”“能不能这么说”“这段话术是否夸大收益”“如何在不误导客户的前提下进行推荐”“如何做风险揭示与适当性沟通”时，优先调用本技能。

wealth-product-suitability-assistant

aifinlab/FinClaw

当用户需要基于客户画像、风险承受能力、投资目标、期限偏好、流动性需求、家庭资产配置情况和适当性要求，为客户推荐更合适的理财产品、产品组合或备选方案时，使用本技能。适用于银行财富管理场景中的产品匹配、客户经理陪访准备、方案比较、适当性校验、信息缺口提示和推荐报告输出。

wealth-succession-risk-alert

aifinlab/FinClaw

用于信托领域财富与家族信托中的财富传承风险提示助手场景，支持结构化处理与报告输出。

key-client-outreach

aifinlab/FinClaw

重点客户触达助手，专用于高净值/重点客户的触达计划和内容设计。以下情况请主动触发此技能： - 用户需要为高净值客户制定触达计划 - 用户描述重点客户情况，问"怎么维护""怎么跟进" - 用户准备重要客户的面谈、电话、拜访内容 - 用户问"这个客户该怎么维护""多久联系一次" - 用户需要客户分层触达策略、VIP 客户服务方案输出含触达计划、沟通内容、服务方案的重点客户维护建议。不要等用户明确说"重点客户触达"——只要涉及高净值/VIP/重点客户的维护、触达、服务，就应主动启动此技能。

trading-psychology

omer-metin/skills-for-antigravity

World-class trading psychology - emotional control, cognitive biases, discipline, and journaling. The mental game separates consistent winners from everyone else. Use when "trading psychology, emotional trading, discipline, tilt, revenge trading, FOMO, fear, trade journal, mental game, mindset, " mentioned.

managing-insurance-planning

FDU-INS/Insurance-Skills

Evaluates insurance needs with gap analysis, product comparison, and coverage adequacy assessment. Use when analyzing insurance needs, comparing insurance products, or identifying coverage gaps.

Ejecuta cualquier Skill con un clic