Research On Wealth Management In Haikou Department Of GF Securities

Ali Baba "Balance Bao",turned out to Internet banking oncoming.Online testimony,mobile phones and other non-site APP opened stock trading accounts convenient way,making securities firms declining commission,the competition is heating up.Brokerage channel decline in value,the traditional brokerage business income shrinking year by year,combined with the homogenization of simple service has been unable to meet the growth in national wealth,the public financial awareness enhancement brings wealth management needs,the wealth management business will come into being.Wealth management is customer demand for the center,its assets,income,expenditures and other financial liabilities conduct scientific and reasonable co-ordination,the comprehensive utilization of a variety of financial instruments and tools,and then design a set of comprehensive wealth management plan.Brokerage wealth management business that is an array of financial products and services to customers in the process of wealth management in provided.In this paper,Haikou business department GF Securities based on historical data,the customer detailed grading and classification management,business department to discuss current issues that exist in the wealth management business,and put forward ideas and methods to solve problems,learn from foreign investment banks Bank of America US Lin,Goldman Sachs advanced wealth management business experience as well as domestic large integrated brokerage Guotai Junan and Haitong Securities attempt wealth management business,wealth management business in Haikou business department specific positioning and its processes,setting mode,and strive to achieve a Customer-centric,to meet customer demand for investment banking to wealth management objectives of increasing the value of assets,and the schema design quotes a client wealth management solutions as an example set forth in the wealth management business process development.This study in order to use the wealth management business strategy to enhance GF Securities Haikou business department in the fierce competition in the industry's core competitiveness,promote the transformation from the traditional brokerage business to the wealth management business,establish GF Securities Haikou business department in the finance within the industry Wealth Management brand,but also hope to help investors achieve wealth in the ups and downs of the capital markets and increasing the value.