The Optimization Research On Wealth Management Services Of China Galaxy Securities Shenzhen Shangbu Road Branch

Securities industry in China has being developed for more than 26 years since it emerged in1990.At the very beginning,there is only one single product-stock exchange.Currently,it has been developed to various products,such as,financial derivatives etc.Securities investment tools are also increasingly diversified,some innovated financing instruments has emerged,such as securities margin trading,individual stock options and so forth.With the blooming development of securities industry,domestic securities companies have also been rapid growth.Nevertheless,the homogenization problem among securities companies has become more and more prominent.The commission price war between the securities companies makes the development of traditional brokerage business turn from prosperity to decline,hence,the development of securities companies has fallen into the predicament.Further,as the emerging of Internet finance company,and the development of commercial banks,which is allowed to indirectly holding the brokerage license through acquisition,the survival of securities companies has been squeezing.Hence,securities companies are facing unprecedented challenges.Transformation in development is the hope of resolving this predicament.Consequently,how to successfully achieve the transformation of wealth management has become an important research topic of securities companies.China Galaxy Securities Company Shangbu Road Branch is at the critical stage the transformation and development of wealth management.Based on the reference experience of domestic and overseas securities companies in developing wealth management,and the relevant theories of wealth management,this thesis makes an in-depth study and analysis in the development of wealth management services and existing problems of this branch,and puts forward that this branch needs to deepen and optimize of wealth management services as well.To satisfy the requirement of customers is the main idea of optimizing the wealth management services.After continuous diversifying products of wealth of asset allocation,The branch,has introduced various innovative investment tools to provide customers with more selective products,investment means and financing services,using the different rating contracted service,not only to provide customers with standard service,but also personalized customer service.Also,this branch has used the intelligent service system to achieve further excavation of customer demand in order to provide timely customer service.Through the optimization of wealth management,the business department is going to build a full range of professional wealthmanagement service,to achieve a new and higher level in customer service.Finally,in order to continually and effectively improve the implementation capability of the staffs who provide wealth management service,the business department have to implement specific methods and measures to advise customers to invest correctly,service product innovation,capacity enhancement of service staffs,intelligent platform integration,and so forth.In order to develop a full set of optimization program,which can effectively solve wealth management services of business department;to realize the target of the successful transformation of the business department of wealth management development,to create the new way of profit growth in business department.