| China’s economy has been developing at a high speed in the 21 st century.Financial markets are also developing at a fairly rapid pace.At the same time,the competition in financial market is more intense.Among them,the brokerage commission in the securities market is almost zero.Consequently,all securities firms forced to seek the direction of transformation.Exploring a New Profit Model for the Future Development of Wealth Management Business.ZTF securities Co.,Ltd.wants to survive in such a competitive market environment.It is necessary to build a business structure of wealth management with its own characteristics.Establishing the Competitive Advantage for the Company’s Sustainable Survival.This paper focuses on the optimization of wealth management business structure of ZTF securities Co.,Ltd..The mature wealth management business models of financial institutions at home and abroad have been sorted out and studied.Some relatively successful experiences are analyzed and summarized.It provides a reference for the optimum design of wealth management business structure of ZTF securities Co.,Ltd..This paper introduces the current situation of the business structure of ZTF securities Co.,Ltd.in detail.The existing problems and reasons of the company’s current business structure are analyzed.This paper focuses on the research and puts forward the content of optimum design of ZTF securities Co.,Ltd.wealth management business structure.Relevant specific business extended around customer classification management and business service types.Including channel services,product services,asset allocation services and family trust services.At the same time,it puts forward the path of concrete implementation of security.Emphasis is laid on the construction of professional investment consultant team and customer management system for the company to carry out wealth management business.It is necessary to strengthen coordination and resource sharing among various departments within the company,as well as specific incentive mechanisms and personnel training plans corresponding to business development.Forming a differentiated wealth management business structure with the characteristics of ZTF securities Co.,Ltd..Through the study on the optimization of the wealth management business structure of ZTF securities Co.,Ltd..It has guiding significance for the company to adjust the new development direction of wealth management business and enhance its market competitiveness in the current market environment.At the same time,it has certain reference value and guiding significance for the securities companies which are facing the urgent transformation of wealth management business. |
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