Study On The Wealth Management Business Of GF Securities Lingnanbei Branch

In the past two years,the supervision on commission and business outlets have been opened in the securities industry,and the restrictions on applying the security business license is going to be loosed,plus Internet Financial impact,the traditional securities business department is facing particularly fierce competition.On the other hand,with the policy of new "nine suggestions" and "innovative ideas" being pursued,the whole industry gets a great support and guarantee on policy for its innovation and transformation.For the reform and opening-up policy was carried out,our country's economy has maintained a sustainably rapid growth for the past thirty years,and the society has accumulated a large number of high net worth customer,whose number increased year by year,therefore,it is a great opportunity never seen before for the domestic securities business department to develop the wealth management business.In this paper,through the analysis of the challenges and opportunities which the securities industry facing in the period of transition,expounds the development situation of domestic and foreign wealth management,so as to clarify the basic idea and direction of domestic securities companies in the wealth management business.Through analyzing the present situation of GF Securities Lingnanbei Business Department,including analyzing the business,financial condition,employee status and so on,find out the problems of wealth management business exist in GF Lingnanbei Business Department,analyzing the reason of the problems,puts forward the scheme of wealth management for GF Securities Lingnanbei Business Department.The scheme including the specific measures on customer segmentation,customer service system and business process optimization,organizational structure,personnel training,and establish a coordination mechanism etc..At the same time,this paper presents the implementation and safeguard measures of the scheme for GF Securities Lingnanbei Business Department.Finally,put forward the expectation of this article and research questions,provide a positive reference significance to the other similar GF Securities traditional Business Department,and even to the entire Securities industry transformation.