XX Mammon Inc High Net Value Customer Wealth Management Problem And Countermeasure Research

In China's current wealth management market,the investment channels are relatively single,and the domestic financial products are homogenized.At the same time,investors are no longer satisfied with the single investment channels of commercial banks or securities companies.Especially for high net worth people,the demand for "private customization" is increasing.With China's economy entering a new normal state,the investment ideas and methods of high net value people have also changed.Background:with the continuous transformation of China's economy,the concept of financial management of high net value groups will also change.Under the guidance of this article,we hope to provide a scientific and rational investment concept to high net value customers.In addition,according to the investor's risk preference,different ways of wealth management are formulated.Although the current domestic investment market and financial market,has been in the stage of development,and financial products are constantly updated,but compared with developed countries,China's investment banking way still is too simple,it is difficult to meet the financial needs of the growing population of high net worth.To solve this problem,this paper makes an in-depth analysis of the current financial wealth management institutions,especially the third party wealth management institutions and the way of financial management.Research significance:This paper mainly analyzes the main characteristics of high net worth population in China from three angles:Investor's main characteristics,asset allocation and risk preference.Through the study of its wealth management,the current opportunities and challenges of the domestic wealth management market are comprehensively analyzed.In addition,this paper takes the XX wealth asset management as the main research object,and makes a systematic research on how to improve the high net value customer service level.Based on the guidance of relevant data,this paper analyzes the characteristics of the high net value customer group of XX company,and studies its future development trend.At the same time,in view of how to improve the management level of the company and provide higher quality service for high net value customers,some specific opinions are put forward.The main content of this paper is divided into five parts,the first part includes the research background and significance,research at home and abroad,the main research contents,research methods and innovation of this article;the second part based on defining the connotation of high net worth population,in-depth discussion and Analysis on China's high net worth clients financial status and the third party wealth management institutions to high net worth clients financial future development trend;the third part of the XX Mammon Inc as an example,analysis of the current situation of XX Mammon Inc high net worth wealth management,and then find out the face of XX Mammon Inc high net worth wealth management problems;the fourth chapter puts forward the XX Mammon Inc high net worth population development and safeguard measures,provide a reference according to Mammon Inc XX high net worth wealth management development;the fifth chapter is the summary and outlook.In wealth management,there is a big difference between high net worth customers and ordinary retail customers,and the key is how to improve customers' recognition of services in the service process.This is also the main reason for the long-term development of the third party financial management institutions.