Research On Wealth Management In Citic Securities

This paper mines CITIC Securities wealth management service system problemsthorough and meticulous, puts forward suggestions for the future development of theprivate wealth management business of CITIC Securities, points out the futuredirection of development of the private wealth management business, and hassignificance of theoretical guidance and practical reference for CITIC Securitiesprivate client service system, based on the decline in the whole commission level ofthe securities industry and the increasingly fierce competition in the objectiveenvironment, from the perspective of sustainable development, relying on the carrierof "Private Wealth Management", for studying the wealth management system ofCITIC Securities, drawing on advanced domestic and foreign securities firms privatewealth management philosophy,This paper uses the research methods of actual analysis, is based on CITICSecurities historical data, constantly improves a hierarchical system of private clientservices, points out the problems in present wealth management service system,proposes a practical comments and suggestions, and realize the concept of "providingthe right product, at the right time, in the right way, for the right customer". Thecontinuous improvement of CITIC Securities client financial management systemwill improve the service quality of private client wealth management, enhance thecompany’s commission, reduce the cost of customer management, increase profit, andprovide world-class professional Private Wealth Management service for customers.