How to say what the bank wealth manager wants to say to the customer?

that depends on what your purpose is.

If you want your customers to buy the insurance wealth management products that the bank represents, tell them the advantages of the insurance protection part;

if you want customers to buy trust products, tell them the yield and characteristics of trust;

If you want customers to become long-term customers, you need to contact customers frequently, send financial SMS or WeChat to inform customers of financial information;

to make customers trust, we must be sincere, think about customers and understand their financial needs, instead of selling products on their own.