Wealth Management Shifts from Product Sales to Stewardship: Dongxing Securities' Cui Ying on Why Advisory Is a Long-Term Trust Business

Deep News
Sep 04

In the realm of modern wealth management, a fundamental transformation is underway as the industry pivots from a product-centric model to one anchored in responsibility and client advocacy. This evolution was a central theme at the ongoing Third Golden Kirin Best Investment Advisor Selection, an event hosted by Sina Finance and exclusively powered by Yinhua Fund, which is currently in full swing.

The Golden Kirin selection, guided by the philosophy of "harnessing expert wisdom and identifying industry benchmarks," is dedicated to discovering and recognizing investment advisors who demonstrate exceptional practice and professional contribution within the wealth management sector. Its mission is to provide advisors with a platform to showcase their expertise, expand their service reach, and elevate their capabilities, while simultaneously building a bridge of communication between top advisors and investors, thereby fostering the healthy growth of China's wealth management industry.

As the exclusive event partner, Yinhua Fund injects professional resources into the competition, joining forces with Sina Finance to unearth outstanding advisory talent, establish industry benchmarks, and construct a platform for professional empowerment. Building on the principles of professionalism and fairness, this year's edition has comprehensively upgraded its evaluation system and honor matrix, aiming to identify and empower China's finest advisory professionals and set a new standard of excellence for the sector.

Among the distinguished judges for this year's competition is Cui Ying, Managing Director and General Manager of the Retail Client Department at Dongxing Securities Corporation Limited. Cui Ying emphasizes that buyer-side advisory is fundamentally a long-term enterprise built on trust. It demands that practitioners step beyond the mere pursuit of numbers, beginning with attentive listening, navigating through genuine understanding, and culminating in a commitment to ongoing support—truly standing beside the client to comprehend their real needs and risk tolerance.

True buyer-side advocacy, according to Cui, is not a cold assembly of assets but a warm, enduring partnership: exercising restraint during volatility, maintaining clarity amid market noise, and accumulating trust over the long haul. The prudence behind every investment recommendation and the steadfastness displayed during every market fluctuation contribute to building a connection that transcends mere transactions. As wealth management evolves from a product-driven approach to one driven by responsibility, every client mandate is treated with seriousness, and every decision is anchored in the client's best interests. Only then can professionalism acquire depth and trust achieve lasting endurance.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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