In September, the Dragon City of Taiyuan sheds the heat of late summer and welcomes refreshing breezes.
On the morning of the 3rd, a sharing session focused on the growth and breakthroughs of wealth management practitioners warmly kicked off. This event was prominently hosted by the Shanxi branch of ICBC-AXA Life Insurance Co., Ltd., and featured a special appearance by Mr. Zeng Xusheng, President of Borient International and Vice Chairman of the CWMC Certification Committee, who provided an in-depth sharing on "Empowering Identity, Breaking Through Growth" for the financial colleagues present, illuminating new development pathways for practitioners in a complex market environment.
At the beginning of the event, the leader of the Shanxi branch of Industrial and Commercial Bank of China AXA Life Insurance Co., Ltd. delivered an opening speech. He warmly welcomed President Zeng Xusheng and General Jiang Hongzuo for their long journey. He summarized the performance of the Shanxi team over the past period, which received full recognition from the headquarters, and encouraged the team to face the challenges of the rapidly changing market without fear, to strive for excellence, to continuously learn, and to constantly seek new methods to develop and maintain clients. He emphasized that the current economic environment is not favorable, and as frontline personnel, they should always remind themselves not to relax in their learning. For today's training, the company has invited professional teachers to share their insights, and he hopes everyone will listen attentively, take good notes, and reflect and summarize. Finally, he wished that in the remaining four months of 2025, everyone would continue to work hard and achieve even greater results.
Thanks to the organizers for exploring new opportunities in the industry together
At the beginning of the sharing session, Mr. Zeng Xusheng first expressed his gratitude for the sincere invitation from the organizer, ICBC-AXA Shanxi Branch. He stated that ICBC-AXA Shanxi Branch has always focused on the professional growth of practitioners and has built a high-quality platform for communication and learning in the industry. This collaboration not only recognizes the value of CWMC but also reflects a shared aspiration to promote the upgrading of the regional wealth management industry.
Investing in Yourself: The Most Stable "Income-Generating Asset" in a Lifetime
“Regardless of the fluctuations in the economy, investing in oneself is always a surefire choice.” Mr. Zeng Xusheng opened with a focus on “people,” directly addressing the pain points in the industry. He pointed out that in the current complex and ever-changing market environment, the generous benefits and high-yield product bonuses that were once relied upon have gradually faded, making the traditional model of “attracting customers through products and retaining them through benefits” difficult to sustain. Many practitioners are facing the dilemma of “difficulty in acquiring customers, retaining customers, and increasing staff.”
“At this moment, we should ask ourselves: Who am I in front of the client?” The question posed by Mr. Zeng Xusheng sparked deep reflection among the audience. He emphasized that in the wealth management market of 2025, “identity recognition” has become the key to breaking the deadlock—having the identity of an internationally certified professional consultant can win clients' trust more effectively than an ordinary salesperson. The CWMC Registered Wealth Management Consultant certification is precisely the core tool for practitioners to create their “professional business card.”
CWMC: More than just a certificate, it's a practical tool for breaking through challenges
Regarding the CWMC certification, Mr. Zeng Xusheng provided a detailed interpretation of its essential differences from traditional exam-based certificates: "CWMC is not a qualification certificate that is 'finished once the exam is over,' but rather a 'ready-to-use' practical empowerment system."
In response to the common pain points faced by practitioners, such as "lack of clients, lack of high-net-worth clients, difficulty in recruitment, and challenges in upward networking," CWMC offers comprehensive solutions: quickly establishing client trust through international expert identity certification; utilizing the unique tools of Knowledge Exchange to open new dimensions of client communication; and leveraging resources such as online and offline training, international family office summit forums, to broaden international perspectives and connect with high-end networks. Whether you are a newcomer encountering high-net-worth clients for the first time or a manager seeking team breakthroughs, you can find a suitable growth path within the CWMC system.
Enhanced member benefits, comprehensively boosting competitiveness
During the sharing session, Mr. Zeng Xusheng also introduced the exclusive benefits for CWMC members one by one: a unique registration number and a paper certificate, highlighting professional identity; customized professional avatar design; opportunities for media coverage to help build personal IP; a series of core courses titled "Transformation," "Wealth Creation," and "Brilliance," covering a comprehensive enhancement from professional knowledge to practical skills; as well as high-end events like the International Family Office Summit and national doctoral tours, providing members with a bridge to connect with global resources.
“A member from Zhuhai, leveraging their position as Vice Chairman of the CWMC Operations Center, achieved over 270,000 website views in just half a month, while also driving the team to close deals in bulk; a member from Hainan, utilizing the CWMC platform, tripled their performance and successfully connected with high-quality resources from the free trade port…” These real cases allowed the colleagues present to intuitively feel the practical value of CWMC certification.
Planning for the Future: AI + Finance, Cultivating Composite Talent
Looking towards the future of the industry, Mr. Zeng Xusheng focused on introducing the CWMC International Financial Talent Empowerment Program. He pointed out that with the in-depth implementation of the State Council's "Artificial Intelligence +" action plan, AI technology will fully penetrate the financial sector, and professionals who "understand AI + understand wealth management" will become the new favorites in the industry.
CWMC closely follows policy directions and collaborates with Chinese higher education institutions to launch a senior training program in global asset management and family business succession. They have invited experts from the United Nations Global Artificial Intelligence Network to develop and introduce the world's first master's program in "AI Application Technology + International Wealth Management + International MBA Entrepreneurship," helping members transition from "professional consultants" to "comprehensive high-end talents." Whether you want to pursue further education or seize opportunities in AI finance, CWMC can provide one-stop support.
At the end of the sharing session, Mr. Zeng Xusheng extended his sincere blessings to the colleagues present, wishing everyone to achieve new breakthroughs in their careers with the empowerment of CWMC and to continue leading the way in the wealth management industry. This sharing session in Taiyuan not only brought cutting-edge concepts and practical tools to practitioners but also built a bridge for industry communication, injecting new vitality into the high-quality development of the regional wealth management industry.