← All skills

bank-t177-wealth-management-product-suitability-private-banking-assistant

95 / 100 · Low risk

Fine to try.

By aifinlab/FinClaw (GitHub) · productivity · 274 stars · scanned at commit 9e62862

Use when a private-banking advisor needs to match products to a high-net-worth or family-wealth profile, compare main and backup options, and produce suitability logic, family-balance notes, and compliant communication points.

Works with any agent that supports SKILL.md skills.

What this skill can do

Install

Paste this into your terminal. It downloads exactly the version we scanned, not whatever is newest.

if [ -e ~/.agents/skills/'bank-t177-wealth-management-product-suitability-private-banking' ] || [ -L ~/.agents/skills/'bank-t177-wealth-management-product-suitability-private-banking' ]; then echo 'A skill folder named bank-t177-wealth-management-product-suitability-private-banking already exists — not replacing it' >&2; false; else d=$(mktemp -d) && git clone --quiet --filter=blob:none --no-checkout 'https://github.com/aifinlab/FinClaw' "$d" && git -C "$d" checkout --quiet '9e62862d1412157fa03ffd1f0b74969dcf0ed66c' -- 'skills/bank-t177-wealth-management-product-suitability-private-banking-assistant' && mkdir -p ~/.agents/skills && cp -R "$d"/'skills/bank-t177-wealth-management-product-suitability-private-banking-assistant' ~/.agents/skills/'bank-t177-wealth-management-product-suitability-private-banking' && rm -rf "$d"; fi

Codex reads ~/.agents/skills directly. For Claude Code, Cursor, Copilot, Gemini CLI, Antigravity or OpenCode, also link it. For Claude Code: ln -s ~/.agents/skills/'bank-t177-wealth-management-product-suitability-private-banking' ~/.claude/skills/'bank-t177-wealth-management-product-suitability-private-banking' (other agents: ~/.cursor/skills, ~/.copilot/skills, ~/.gemini/skills, ~/.gemini/config/skills, ~/.config/opencode/skills). Or install through the finder skill, which does both.

Badge for your README

The badge for aifinlab/FinClaw shows the score of its lowest-scoring skill.

[![SkillTrust](https://zalavijaysinh.github.io/skilltrust/badges/aifinlab/FinClaw.svg)](https://zalavijaysinh.github.io/skilltrust/repos/aifinlab/FinClaw/)

Score history