Product Lens
affaan-m/ECC
Validate the why before building through four product diagnostics — a YC-style product diagnostic that produces PRODUCT-BRIEF.md with a go/no-go recommendation, a founder review scoring…
Agent skill
Bank T176 Wealth Management Product Suitability Rm Assistant
by aifinlab in aifinlab/FinClaw
A skill your agent uses when a relationship manager needs to match wealth-management products to a client profile, compare main and backup options, and produce compliant suitability notes…
Apache-2.0Auto-check passed
Install Bank T176 Wealth Management Product Suitability Rm Assistant
$ npx skills add aifinlab/FinClaw --skill bank-t176-wealth-management-product-suitability-rm-assistant -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install aifinlab/FinClaw bank-t176-wealth-management-product-suitability-rm-assistant --agent claude-codeProject scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/bank-t176-wealth-management-product-suitability-rm-assistant .claude/skills/bank-t176-wealth-management-product-suitability-rm-assistant && rm -rf skills-srcUse ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.
Claude Code skills documentation · loads skills from .claude/skills/
Install the "bank-t176-wealth-management-product-suitability-rm-assistant" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/bank-t176-wealth-management-product-suitability-rm-assistant into .claude/skills/bank-t176-wealth-management-product-suitability-rm-assistant/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bank-t176-wealth-management-product-suitability-rm-assistant", then confirm the skill loads.Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$skill-installer install https://github.com/aifinlab/FinClaw/tree/main/skills/bank-t176-wealth-management-product-suitability-rm-assistantType this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.
$ npx skills add aifinlab/FinClaw --skill bank-t176-wealth-management-product-suitability-rm-assistant -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install aifinlab/FinClaw bank-t176-wealth-management-product-suitability-rm-assistant --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .agents/skills && cp -r skills-src/skills/bank-t176-wealth-management-product-suitability-rm-assistant .agents/skills/bank-t176-wealth-management-product-suitability-rm-assistant && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "bank-t176-wealth-management-product-suitability-rm-assistant" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/bank-t176-wealth-management-product-suitability-rm-assistant into .agents/skills/bank-t176-wealth-management-product-suitability-rm-assistant/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bank-t176-wealth-management-product-suitability-rm-assistant", then confirm the skill loads.Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add aifinlab/FinClaw --skill bank-t176-wealth-management-product-suitability-rm-assistant -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install aifinlab/FinClaw bank-t176-wealth-management-product-suitability-rm-assistant --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/skills/bank-t176-wealth-management-product-suitability-rm-assistant .cursor/skills/bank-t176-wealth-management-product-suitability-rm-assistant && rm -rf skills-srcUse ~/.cursor/skills/ instead of .cursor/skills for a personal install.
Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/
Install the "bank-t176-wealth-management-product-suitability-rm-assistant" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/bank-t176-wealth-management-product-suitability-rm-assistant into .cursor/skills/bank-t176-wealth-management-product-suitability-rm-assistant/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bank-t176-wealth-management-product-suitability-rm-assistant", then confirm the skill loads.Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gemini skills install https://github.com/aifinlab/FinClaw.git --path skills/bank-t176-wealth-management-product-suitability-rm-assistant--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.
$ npx skills add aifinlab/FinClaw --skill bank-t176-wealth-management-product-suitability-rm-assistant -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install aifinlab/FinClaw bank-t176-wealth-management-product-suitability-rm-assistant --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/skills/bank-t176-wealth-management-product-suitability-rm-assistant .gemini/skills/bank-t176-wealth-management-product-suitability-rm-assistant && rm -rf skills-srcUse ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.
Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/
Install the "bank-t176-wealth-management-product-suitability-rm-assistant" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/bank-t176-wealth-management-product-suitability-rm-assistant into .gemini/skills/bank-t176-wealth-management-product-suitability-rm-assistant/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bank-t176-wealth-management-product-suitability-rm-assistant", then confirm the skill loads.Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gh skill install aifinlab/FinClaw bank-t176-wealth-management-product-suitability-rm-assistantInstalls for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).
$ npx skills add aifinlab/FinClaw --skill bank-t176-wealth-management-product-suitability-rm-assistant -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .github/skills && cp -r skills-src/skills/bank-t176-wealth-management-product-suitability-rm-assistant .github/skills/bank-t176-wealth-management-product-suitability-rm-assistant && rm -rf skills-srcUse ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.
GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/
Install the "bank-t176-wealth-management-product-suitability-rm-assistant" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/bank-t176-wealth-management-product-suitability-rm-assistant into .github/skills/bank-t176-wealth-management-product-suitability-rm-assistant/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bank-t176-wealth-management-product-suitability-rm-assistant", then confirm the skill loads.GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add aifinlab/FinClaw --skill bank-t176-wealth-management-product-suitability-rm-assistant -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install aifinlab/FinClaw bank-t176-wealth-management-product-suitability-rm-assistant --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/skills/bank-t176-wealth-management-product-suitability-rm-assistant .opencode/skills/bank-t176-wealth-management-product-suitability-rm-assistant && rm -rf skills-srcUse ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.
OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/
Install the "bank-t176-wealth-management-product-suitability-rm-assistant" agent skill from https://github.com/aifinlab/FinClaw/tree/main/skills/bank-t176-wealth-management-product-suitability-rm-assistant into .opencode/skills/bank-t176-wealth-management-product-suitability-rm-assistant/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "bank-t176-wealth-management-product-suitability-rm-assistant", then confirm the skill loads.OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
Facts
- Skill name
bank-t176-wealth-management-product-suitability-rm-assistant- GitHub stars
- 255
- Token cost
- ~439 tokens
- SKILL.md length
- 69 words
- Files
- 11 (incl. scripts, references, assets)
- Skills in repo
- 74
- Repo updated
- First seen
- Licence
- Apache-2.0
At a glance
A skill your agent uses when a relationship manager needs to match wealth-management products to a client profile, compare main and backup options, and produce compliant suitability notes…
- Works in 5 steps: 汇总客户画像与核心约束：风险等级、期限、流动性、目标用途 → 拉取产品池与关键信息：风险等级、期限、流动性、资产类别 → 进行适配筛选：风险/期限/流动性硬约束优先 → …
- A relationship manager needs to match wealth-management products to a client profile
- SKILL.md covers 适用范围, 何时使用, 何时不要使用 and 默认工作流, plus 8 more sections
- Runs Python scripts from its folder; calls python
What it does
Bank T176 Wealth Management Product Suitability Rm Assistant is an agent skill from aifinlab/FinClaw. Use 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.
Its SKILL.md is about 440 tokens, which your agent loads only when the skill is triggered. The skill folder holds 14 other files, including scripts, reference files and assets (for example `assets/example-input.json`, `assets/templates/client-communication-outline.md` and `assets/templates/suitability-report-template.md`).
The licence is Apache-2.0.
When your agent uses it
- A relationship manager needs to match wealth-management products to a client profile
- Compare main and backup options
- Produce compliant suitability notes
- Communication points
Example prompts
- “/bank-t176-wealth-management-product-suitability-rm-assistant”
Requirements
- Python 3
Workflow steps
5 steps, taken from the first numbered list in SKILL.md.
- 汇总客户画像与核心约束：风险等级、期限、流动性、目标用途
- 拉取产品池与关键信息：风险等级、期限、流动性、资产类别
- 进行适配筛选：风险/期限/流动性硬约束优先
- 输出主方案与备选方案，标注不适配产品与原因
- 给出风险披露话术、客户沟通提纲与下一步跟进清单
What it can do on your machine
Read from SKILL.md and the folder at commit 9e62862. It shows what the files ask for, not the result of running them.
Tool permissions
Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.
From allowed-tools in the SKILL.md frontmatter.
Runs code
Ships 1 file in scripts/ (Python), which the agent can run.
Shell commands in SKILL.md call:
python
From the folder's file list and the shell code blocks in SKILL.md.
Network
No URLs in SKILL.md.
From URLs in SKILL.md, links to its own repository left out.
Credentials
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.
Context cost
Bank T176 Wealth Management Product Suitability Rm Assistant loads about 439 tokens when it runs, and up to ~1.3k if it reads all its reference files. Until then it costs about 69 tokens; SKILL.md has 69 words of instructions outside code blocks.
Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.
Safety
Auto-check passed
The automated check found no risky patterns in SKILL.md.
Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); the scripts in this folder are not scanned.
SKILL.md
The full file from aifinlab/FinClaw at commit 9e62862, republished under its Apache-2.0 licence (© aifinlab). 69 words, ~439 tokens.
Download SKILL.mdSave it as
.claude/skills/bank-t176-wealth-management-product-suitability-rm-assistant/SKILL.md (or your agent's skills folder). This skill also uses 10 other files; get the full folder from GitHub.- name
- bank-t176-wealth-management-product-suitability-rm-assistant
- description
- Use 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.
理财产品适配助手（理财经理版）
这个 skill 面向银行财富管理一线理财经理，核心是把客户画像、风险承受能力、期限与流动性约束、当前持仓与产品池做出清晰的适当性匹配，并生成可直接用于客户沟通的适配结论与合规提示。
适用范围
- 理财产品适配、可售产品筛选、主备选方案比较
- 客户风险匹配校验、适当性记录、合规解释话术
- 适合理财经理在客户面谈前形成清晰的推荐逻辑与风险提示
何时使用
- 需要在产品池中筛出适配产品并形成主/备方案时
- 需要输出“为什么推荐/为什么不推荐”的可解释结论时
- 需要同步产出风险提示、信息缺口与后续跟进动作时
何时不要使用
- 客户风险等级、期限或流动性约束未确认就要求直接给出强推荐
- 用户要求规避适当性、合规披露或承诺收益
默认工作流
- 汇总客户画像与核心约束：风险等级、期限、流动性、目标用途
- 拉取产品池与关键信息：风险等级、期限、流动性、资产类别
- 进行适配筛选：风险/期限/流动性硬约束优先
- 输出主方案与备选方案，标注不适配产品与原因
- 给出风险披露话术、客户沟通提纲与下一步跟进清单
重点分析框架
- 适当性：产品风险等级 ≤ 客户风险等级
- 期限匹配：产品最低持有期 ≤ 客户可接受期限
- 流动性匹配：产品流动性 ≥ 客户流动性需求
- 目标匹配：收益/稳健/流动性目标与产品标签一致
- 证据链：适配结论可追溯到客户信息与产品要素
输入要求
- 客户画像：风险等级、投资期限、流动性需求、目标用途
- 现有持仓（如需诊断）：资产类别、金额、期限、流动性
- 产品池：产品名称、风险等级、期限、流动性、资产类别、标签
- 其他约束：禁投品类、偏好资产类别、监管或渠道限制
输出要求
- 适配产品清单与评分说明
- 不适配产品及原因
- 主方案与备选方案（含适配逻辑）
- 风险提示、沟通要点与后续行动
代码与文件
scripts/run_skill.py：运行适配评估并输出 Markdown/JSON- 共享引擎：
shared/wealth_management_skill_engine.py
示例命令：
python scripts/run_skill.py --input assets/example-input.json --format markdown参考资料
references/input-schema.mdreferences/output-schema.mdreferences/suitability-checklist.mdreferences/client-interview-outline.mdreferences/risk-disclosure-points.md
风险与边界
- 不得承诺收益或回本
- 不得在缺少关键字段时输出确定性结论
- 不得把适配建议包装成审批结论
- 需清晰区分已确认信息与待核验信息
信息不足时的处理
- 明确列出缺失信息与优先补充项
- 输出可用的适配框架与待确认事项，不凭空补全
- 依赖外部材料的内容必须标注“待确认/待补充”
交付标准
- 输出可被理财经理直接用于客户沟通
- 适配逻辑可解释、可追溯、可复核
- 风险提示、合规边界与下一步动作齐全
© aifinlab, Apache-2.0. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file
Files
SKILL.md and 10 other files (scripts, references, assets) in skills/bank-t176-wealth-management-product-suitability-rm-assistant of aifinlab/FinClaw.
- SKILL.md
- assets/example-input.json
- assets/templates/client-communication-outline.md
- assets/templates/suitability-report-template.md
- assets/templates/supplement-request-template.md
- references/client-interview-outline.md
- references/input-schema.md
- references/output-schema.md
- references/risk-disclosure-points.md
- references/suitability-checklist.md
- scripts/run_skill.py
Open the folder on GitHubat commit 9e62862
Compare with similar skills
Bank T176 Wealth Management Product Suitability Rm Assistant next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Bank T176 Wealth Management Product Suitability Rm Assistant this skillaifinlab/FinClaw | 255 | — | ~439 | Automated safety check: Pass | Apache-2.0 | |
| Product Lensaffaan-m/ECC | 277k | 2 repos | ~841 | Automated safety check: Pass | MIT | |
| Productthedaviddias/Front-End-Checklist | 74k | — | ~592 | Automated safety check: Pass | MIT | |
| Product Analyticsalirezarezvani/claude-skills | 28k | 1 repos | ~1.4k | Automated safety check: Pass | MIT | |
| Product Strategyphuryn/pm-skills | 27k | — | ~1.2k | Automated safety check: Pass | MIT | |
| Product Design Framinglobehub/lobehub | 83k | — | ~2.6k | Automated safety check: Pass | Custom licence |
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Questions about Bank T176 Wealth Management Product Suitability Rm Assistant
What does Bank T176 Wealth Management Product Suitability Rm Assistant do?
A skill your agent uses when a relationship manager needs to match wealth-management products to a client profile, compare main and backup options, and produce compliant suitability notes…. Bank T176 Wealth Management Product Suitability Rm Assistant is an agent skill from aifinlab/FinClaw. Use 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.
When should I use Bank T176 Wealth Management Product Suitability Rm Assistant?
Bank T176 Wealth Management Product Suitability Rm Assistant fits situations like: A relationship manager needs to match wealth-management products to a client profile; compare main and backup options; produce compliant suitability notes; communication points.
How do I install Bank T176 Wealth Management Product Suitability Rm Assistant in Claude Code?
Run `npx skills add aifinlab/FinClaw --skill bank-t176-wealth-management-product-suitability-rm-assistant -a claude-code`. Or copy the skill folder (skills/bank-t176-wealth-management-product-suitability-rm-assistant in aifinlab/FinClaw) into .claude/skills/bank-t176-wealth-management-product-suitability-rm-assistant in your project. Claude Code loads it when a task matches its description.
How do I install Bank T176 Wealth Management Product Suitability Rm Assistant in Codex?
Run `npx skills add aifinlab/FinClaw --skill bank-t176-wealth-management-product-suitability-rm-assistant -a codex`. Or copy the skill folder (skills/bank-t176-wealth-management-product-suitability-rm-assistant in aifinlab/FinClaw) into .agents/skills/bank-t176-wealth-management-product-suitability-rm-assistant in your project. Codex loads it when a task matches its description.
Can I use Bank T176 Wealth Management Product Suitability Rm Assistant in Cursor, Gemini CLI or GitHub Copilot?
Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add aifinlab/FinClaw --skill bank-t176-wealth-management-product-suitability-rm-assistant -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/bank-t176-wealth-management-product-suitability-rm-assistant, .gemini/skills/bank-t176-wealth-management-product-suitability-rm-assistant, .github/skills/bank-t176-wealth-management-product-suitability-rm-assistant and .opencode/skills/bank-t176-wealth-management-product-suitability-rm-assistant in your project.
What does Bank T176 Wealth Management Product Suitability Rm Assistant need to run?
Going by SKILL.md and its folder, Bank T176 Wealth Management Product Suitability Rm Assistant needs Python for the scripts in its folder and the command-line tools its instructions call (python). Our summary lists: Python 3.
Does Bank T176 Wealth Management Product Suitability Rm Assistant access the network?
SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.
Is Bank T176 Wealth Management Product Suitability Rm Assistant safe to install?
Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. The check reads SKILL.md only: the scripts in the folder are not scanned, so read them before running anything.
What licence does Bank T176 Wealth Management Product Suitability Rm Assistant use?
Bank T176 Wealth Management Product Suitability Rm Assistant is published under the Apache-2.0 licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.
How many tokens does Bank T176 Wealth Management Product Suitability Rm Assistant use?
About 439 tokens (SKILL.md is roughly 1.8k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 822 tokens, read only when the agent opens those files.
What are the alternatives to Bank T176 Wealth Management Product Suitability Rm Assistant?
Skills that share tags, products or a category with Bank T176 Wealth Management Product Suitability Rm Assistant: Product Lens (affaan-m/ECC, 277k stars), Product (thedaviddias/Front-End-Checklist, 74k stars), Product Analytics (alirezarezvani/claude-skills, 28k stars) and Product Strategy (phuryn/pm-skills, 27k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
Who maintains Bank T176 Wealth Management Product Suitability Rm Assistant?
aifinlab (a GitHub user) maintains it in aifinlab/FinClaw, which has 255 GitHub stars. The repository holds 74 skills in this directory. The repository was last updated on May 13, 2026.
Source: aifinlab/FinClaw on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.