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Study On The Private Wealth Management Business Of Industrial Securities

Posted on:2014-02-12Degree:MasterType:Thesis
Country:ChinaCandidate:W H ChengFull Text:PDF
GTID:2249330398469934Subject:Business administration
Abstract/Summary:PDF Full Text Request
According to the2011China Merchants Bank and Bain launched the "2011China Private Wealth Report" shows, nearly thirty years of rapid economic development of China private wealth expands rapidly, which has spawned a huge private wealth management business needs of the market, private wealth management business has become a good prospects for development of the business.Since the liberalization of the Securities Commission, the survival environment worsening, brokerage business transformation imminent, vigorously develop the private wealth management business as a breakthrough in the transformation of brokerage business. Private wealth management business is a comprehensive financial service institutions for individual high net worth clients, is a concrete manifestation of highly integrated financial resources. Development of the first through private wealth management business of the domestic and foreign financial institutions, summed up the private wealth management business processes and the mode of development, to provide a theoretical basis and reference for the development of an Industrial securities private wealth management business. Development status and Industrial Securities Private Wealth Management Business with the analysis, find out the problems faced by these problems, according to the design of private wealth management business solutions in line with Industrial Securities characteristics. Finally, in the implementation of the program of the organization, team building, product and service system construction, information technology platform security and comprehensive risk management, elaborate the specific scheme Industrial Securities for the wealth management business.Finally,I hope this study to Industrial Securities to the development of wealth management business as an opportunity, through the service, improve customer satisfaction, to strengthen the construction of professional team to promote financial products innovation, improve the financial product line, strengthening measures of IT technology platform construction to find a long-term sustainable wealth management business and profit model development, the successful implementation of the brokerage business transformation.
Keywords/Search Tags:securities brokerage business transformation, financial productinnovation, high net worth clients, private wealth management
PDF Full Text Request
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