On the afternoon of October 28, the award ceremony of the 13th Peninsula Financial Planner Professional Competition was held at Qingdao Blue Ocean Equity Exchange Center. The award ceremony was hosted by Peninsula Metropolis Newspaper, organized by Peninsula Finance and Taxation All Media Center, and co-organized by Qingdao Blue Ocean Equity Exchange Center and Qingdao Capital Market Service Base. A total of 124 financial planners from 23 teams from 14 banks signed up, and along the way, financial elites used their wisdom and talent to interpret a wonderful dialogue between wise people. After fierce competition, 117 financial planners won the award, and 14 banks shared the best organization award and excellent organization award.
Financial planners "online competition"
The cumulative number of likes is as high as 954480
With the continuous upgrading of form and content, the number of participants, influence and scope of influence have increased year by year, and the Peninsula Financial Planner Professional Competition has been widely recognized by all walks of life. This year, the financial planner competition continued the format of "online competition", with a cumulative number of 954,480 likes from the public judges in 21 days. Among them, Wang Yi, financial manager of Qingdao Rural Commercial Bank West Coast Branch, received 65488 likes, becoming the king of popularity of this competition, and won the first prize and the most popular award of this competition.
"Thanks to the platform built by Peninsula Metropolis News, which allows financial planners to fully demonstrate their professionalism and narrow the distance between us and customers, and thanks to Qingdao Rural Commercial Bank for their trust and cultivation for me, I will continue to adhere to the service tenet of our bank 'closest to you and closest to you', and be the warmest financial advisor around the people." Although Wang Yi could not participate in the award ceremony due to the epidemic, she entrusted the host to help her express her gratitude after winning the award, "Here, I especially thank those who voted for me from morning to night, especially the community owner group, VIP financial management customer group, and the city balcony running group, the best popularity award belongs to you." ”
Wang Yi was not the only one who was "warmed" by customers in this competition, and the participating financial planners generally said that they had received strong support and recognition from customers in the process of the competition. Zhong Lulu, the first prize and the most popular award winner of this competition and a financial planner of Qingdao Rural Commercial Bank, said in her acceptance speech: "The most emotional thing about this competition is that I am moved, especially in the public judging session, my customers not only insist on helping me vote every day, but also send red envelopes in their own groups to mobilize people around them to help me vote." Chen Xiaoyu, financial manager of Huaxia Bank Qingdao Tong'an Road Sub-branch, is the most popular award and first prize winner of this competition, she excitedly described the warm scene to reporters at the award presentation site, "Some customers go directly to the bank with newspapers to find me and cheer for me; Another customer aunt cut out the newspaper report about my competition and sent it to me for me. Zhang Haitao, the second prize winner of the competition and the account manager of Ward Ward of Qingdao Sifang Branch of Bank of Communications, also told reporters: "In the competition, the customer gave me strength and made me experience the true meaning of sincerity for sincerity."
There are both encouragements and surprises
It's both competition and learning
This competition has not only been highly praised by the public and judges, but also the financial planners have said that the professional level of the participating financial planners is getting higher and higher. I carefully watched all the videos of financial planners and found that each financial planner has his own unique financial insights, and there is a lot worth learning from me." Wang Zijun, the first prize and the most popular award winner of the competition and the wealth manager of Bank of China Chengyang Branch, said at the award ceremony that he found that he still had a lot of room for improvement through the competition, and the competition also pulled into the relationship between him and customers.
"The new asset management regulations have given a new concept to financial management, which is a new challenge for us financial planners, and through the competition, I clearly feel that the professional standards of financial planners are getting higher and higher." Zhang Haitao said at the award ceremony. Liu He, the first prize winner and personal financial manager of the Qingdao High-tech Zone Branch of Industrial and Commercial Bank of China, said at the award ceremony: "In this competition, I feel that the contestants are not only more professional, but also involve a wider range of aspects." She deeply realized that professional financial planners must not only have professional depth, but also breadth of knowledge. "This competition is both a competition and a learning." Zhang Haitao said, "Financial management is a continuous learning process, this competition not only gives us financial planners the opportunity to learn from each other, but also a good opportunity for investors to popularize financial knowledge." Xu Lei, financial manager of Huaxia Bank Liaoyang East Road Sub-branch, also said in his acceptance speech, "In this competition, I have learned a lot from everyone, played the role of training and learning by Sai, and I have also seen the trust and support of customers. Liu He also said, "This competition has not only surprised me and encouraged me, but also made me find the motivation to move forward and make customers trust me more." ”
The Peninsula Financial Planners Club was inaugurated
Settled in the capital market service base
At the award ceremony, the unveiling ceremony of The Peninsula Financial Planner Club was also held, and Chang Xin, General Manager of Qingdao Blue Ocean Equity Exchange Center, and Zheng Yongzhi, General Manager of Peninsula Metropolis Newspaper, unveiled the Peninsula Financial Planner Club. As we all know, Peninsula Metropolis Newspaper has successfully held 13 sessions of the Financial Planner Professional Competition, discovering more than 1,500 outstanding financial planners. The Peninsula Financial Planner Club is to build a communication and cooperation platform between financial planners in Shandong Peninsula, promote the exchange and communication between financial planners, promote the development of talents in the financial industry, establish the brand service image of financial institutions, guide the public to have a correct concept of wealth, and promote the construction of wealth Qingdao.
The Peninsula Financial Planner Club will be located in Qingdao Capital Market Service Base and will invite financial planners with financial management related qualification certificates, including international financial planners (CFP), financial planners (AFP), national financial planners (CHFP), securities qualifications, banking qualifications, insurance qualifications, trust qualifications and other financial management related qualifications to actively participate. After the establishment of The Peninsula Financial Planner Club, it will hold financial academic reports, salons, seminars, trainings, etc., to cultivate outstanding financial planners and promote the establishment of the image of financial institutions and financial planners. Carry out public welfare financial management lectures to the majority of investors, popularize financial knowledge, guide the correct concept of investment and financial management, and create a stronger atmosphere for the development of wealth management.
【Expert Voice】
This year's competition presents the characteristics of "one big and three high"
Financial planners and Qingdao wealth management market coexist and grow together
The jury of each Peninsula Financial Planner Professional Competition has attracted much attention, and this competition invited three industry expert judges, namely Dong Xiaofei, founding president and managing partner of Qingdao Xihai Investment Holding Group Co., Ltd. and Qingdao accounting leading talent, Ma Xiaoxin, chairman of Qingdao Qingluan Private Equity Fund Management Co., Ltd. and doctor of political economy, and Yu Chao, member of the Qingdao CPPCC Committee and chairman and investment director of Qingdao Anvalue Investment Management Co., Ltd. What did the three heavyweight judges say about the contestants and the competition? What are the expectations for the future development of financial planners? Journalists conducted interviews.
Dong Xiaofei:
The competition has played an important role in promoting Qingdao wealth management
Dong Xiaofei is a Chinese certified public accountant and a leading accounting talent in Qingdao, has been engaged in the field of financial investment, proficient in capital market operations, committed to using the professional knowledge he has learned to continuously enhance corporate value, and provide companies or families with full-financial full-cycle industrial chain solutions for the capital market.
At the award ceremony of this competition, he said: "Qingdao has continuously strengthened the cultivation of wealth management market entities, enriched and improved the wealth management organization system, expanded the level of wealth management services, and initially formed a cluster of professional wealth management institutions driven by asset management." Dong Xiaofei said that from the video of the competition, it can be seen that the level of financial planners is very high, everyone has their own unique insights in the field of financial management, they have contributed to Qingdao's wealth management with their professional financial management capabilities, and coexist and grow together with Qingdao wealth management market. The Peninsula Financial Planner Professional Competition has played a very important role in promoting the development of the financial industry in the island city, especially in wealth management.
Ma Xiaoxin:
The highlight of this year's competition is "one big and three high"
Ma Xiaoxin has successively served as the president of bank branches, the director of branch sales department, the vice president of securities companies, and the vice president of public funds, won the May Day Labor Medal of the national financial system, participated in the establishment of the first Ward Wealth brand in Shandong Province, and has a deep understanding of the development of the wealth management market and the growth of financial planners.
He said at the award ceremony: "This competition can be summed up in four words as 'one big and three high'." A big 'friend circle' of the competition has become larger, this competition has gone out of Qingdao, and many branches from other places have also participated in the competition; The first 'high' among the 'three highs' is that the overall quality of financial planners is high, young and vigorous, and some participants are also internal trainers, and the professional level is very high. Another financial planner wrote a book, I read it online, and many of the opinions are very good; The second "high" among the "three highs" is the high level of case preparation, the scope of financial management cases is larger, and financial analysis is carried out from multiple angles and fields such as macro and micro. For example, Zhang Guoxing, a financial planner at Qingdao Rural Commercial Bank, has unique insights into MACD indicators and micro stock operations, and has summarized good experience in volume and price time and space to recommend to customers, which is very eye-catching; The third "high" among the "three highs" is the high level of organization of the participating institutions, and it can be seen from the overall level of the competition video that the institutions are very careful in case preparation, recording details, and recording and selection. ”
Yu Chao:
There are hidden dragons and crouching tigers in the team of financial planners in the island city
Yu Chao has ten years of investment management experience in the field of quantitative hedge funds on Wall Street and Shanghai, with a cumulative management scale of more than 4 billion yuan, and is a returned talent introduced by Shanghai in 2010 and introduced by the Jinjialing Financial District Administrative Committee in 2017.
In his comments, he said: "Many of the financial planners in this competition are battle-hardened and experienced wealth management elites; He also published a book on his wealth management experience and insights. Through the financial planner's copywriting, business scene selection, and video production display, it can be seen that all financial planners attach great importance to this competition. Financial planners analyze and introduce from asset allocation, pension planning, insurance, fund investment, etc., and are also trying their best to convey some professional issues to investors in simple and easy-to-understand language. Through one business scenario after another, the financial planners demonstrated their professional ability and affinity in communicating with customers, and also demonstrated the superb professional skills and good comprehensive qualities of financial planners in the peninsula region. ”
Yu Chao said that wealth management has encountered great challenges since the beginning of this year, but China's wealth management market demand is still huge, and the 13th Peninsula Financial Planner Professional Competition is also held at the right time, how to do a good job in investment management and financial advice in a volatile environment is also explored and pursued by the industry. He also said, "Assets and strategies with high market popularity are not necessarily the most cost-effective, and financial planners need to have their own understanding and knowledge of the market to recommend suitable investment opportunities and investment portfolios for clients." ”
Winners of the 13th Peninsula Financial Planner Professional Competition
Individual Award
Most Popular Award Wang Yi, Chen Xiaoyu, Zhong Lulu, Guan Yun, Wang Zijun, Wang Bingwen, Wang Jing, Zhang Xiuxiu, Wang Xin, Wang Yueting;
First Prize Wang Yi, Zhong Lulu, Wang Zijun, Wang Bingwen, Guan Yun, Chen Xiaoyu, Wang Jing, Zhang Xiuxiu, Wang Xin, Wang Yueting, Liu Xu, Zhang Qian, Liu Peifeng, Liu He, Xu Qiang, Chen Xiaoyu;
Second Prize Xu Yuanwei, Yu Qi, Gao Miao, Zhan Junyao, Zhang Haitao, Wang Yedong, Wu Yuting, Wang Hanshuai, Bo Xiaodong, Cui Feifei, Liu Lei, Wang Di, Gao Ruiyao, Lu Kun, Tao Liuyin, Han Yu, Xu Lei, Li Peijin, Liu Qian, Yang Maomao, Liu Meinan, Zhang Jingxin, Wang Xiao, Zhu Xiaoqing, Yi Fengjiao, Guo Beibei;
Third Prize Li Dongyuan, Wang Ting, Jiang Chen, Zhang Guoxing, Qin Xuhong, Liu Wenjun, Wei Xinran, Liu Jun, Yang Yihan, Si Delong, Yu Bing, Wang Shu, Song Yue, Xu Shan, Wang Xiaolu, Zhang Qian, Chen Xuefeng, Li Jia, Chen Yaxuan, Liu Yahui, Chen Yaru, Yu Congcong, Li Li, Si Guiyun, Miao Miao, Chen Dandan, Song Qian, Wang Lin, Tao Ping, Mao Yi, Liu Yue, Liu Yixuan, Wang Bin, Yang Xiuwen, Zhang Tingting, Cao Xuemei;
Excellence Award Tang Xiaojuan, Han Shumei, Li Lijun, Gong Liping, Ma Xiaojie, Wang Jing, Yu Hong, Zhang Yifan, Shang Mengmeng, Zhang Lin, Xu Bing, Hou Bochang, Zhu Yuyang, Yuan Chao, Wang Jie, Zhang Xindan, Liu Yacun, Zhou Hongyi, Cao Yuan, Ji Yutao, Xin Ke, Liu Yi, Chen Zhong, Dai Xiaodi, Zhang Yanyan, Yao Qing, Li Haibo, Zhang Baoyu, Zhou Zi, Wang Yuanru, Liu Tiantian, Gao Yingjie, Yan Baicun, Song Hui, Wang Jiajia, Lun Xueyan, Shi Peixin, Wan Feng, Qi Chenghao;
Team Award
Best Organization Award Industrial and Commercial Bank of China Qingdao Branch, Agricultural Bank of China Qingdao Branch, Bank of China Qingdao Branch, China Construction Bank Qingdao Branch, Huaxia Bank Qingdao Branch, Industrial Bank Qingdao Branch, Bank of Qingdao, Qingdao Rural Commercial Bank;
Excellent Organization Award Bank of Communications Qingdao Branch, China Merchants Bank Qingdao Branch, China Everbright Bank Qingdao Branch, Shanghai Pudong Development Bank Qingdao Branch, Ping An Bank Qingdao Branch, Weifang Bank Qingdao Branch.