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Securities Companies Business Transformation Under The Background Of Transition Of Wealth Management Research

Posted on:2017-04-06Degree:MasterType:Thesis
Country:ChinaCandidate:Y LiFull Text:PDF
GTID:2349330512951964Subject:Project management
Abstract/Summary:PDF Full Text Request
National economic strength increased, and the Chinese GDP growth stays at high levels. Wealth of China's consumers need extensive and in-depth value-added hedge channel, however, family wealth management channel is relatively scarce, severe homogeneity.The decrease in the level of securities commissions weakened the brokerage service level and forced the service mode of the whole industry to simplify and fast development. Under the background of commission levels decreased significantly, wealth management business in China is endowed with more important significance. In the study, I use ZT G securities sales department as an example, in order to study the domestic wealth management business. Describing China's wealth management present situation, putting forward the existing problems, and digging into the relevant issues deeper. In addition, this research also borrowed from foreign mature wealth management experience and domestic financial institutions advanced management mode. Through the horizontal and vertical contrast, this study summarizes the mature experience.This study also tries to find new direction of the brokerage, wealth management business development in China, and tries to optimize the existing wealth management business.Finally this study bold prediction the development prospect of wealth management.From two aspects of theory and practice, this research provides the new development direction of wealth management business and new direction of reform.This study adopt the method of literature review, comparative analysis, case analysis and field survey. By analysing ZT securities G sales department management situation and the analysing the characteristics of customer group, this research points out the problems of the sales department and the situation of the wealth management business. This research focuses on customer classification, platform building, product configuration, and staff assessment and cultivation, etc., and puts forward a feasible optimization path. Hoping to improve the wealth management business quality and level of ZT further. These measures are good to long-term development and can enhance the brand competitiveness from strategic significance aspect.At present, the wealth management business market is still in groping forward.Overseas wealth management business has been carried out more than two hundred years, the domestic market demand for wealth management business is also growing.Both of them have shown that the wealth management business will become the core business of financial institutions. With the steady growth of national economy and social wealth accumulation,the market demand and the needs of the development of enterprises will be promote the development of the wealth management business of securities companies from the external and internal.We believe that, drawing lessons from foreign mature experience and combining the situation of our country, in the near future securities companies of wealth management business in China will present new and brilliant situation.
Keywords/Search Tags:Securities company transformation, wealth management and customer characteristics
PDF Full Text Request
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