Research On The Improvement Of The Performance Appraisal Program For Financial Advisers Of Tang Wealth Co.Ltd Lanzhou Branch Department

With the rapid development of China’s economy and society,the wealth management industry has ushered in the overall development,accompanied by opportunities and challenges.In order to maintain the m arket position of the winners of wealth management institutions and maintain the development momentum in the cruel competitive environment,it is necessary to carry out management system innovation with the times.What is particularly noteworthy is the optimization of the performance appraisal of financial managers for the personnel who create core profits.Based on the field investigation,problems are found and effective solutions are put forward o as to obtain optimized performance appraisal scheme,and gradually establish and improve the performance appraisal and evaluation scheme with efficient operation.In addition to benefiting the efficient operation of the wealth management institutions’management department,it also plays a strong incentive role in the daily work of wealth advisers,and is conducive to the wealth management institutions to deal with the market test calmly It is also of great significance for the implementation of comprehensive transform ation and developmert.Tang Wealth is a leading institution in the domestic third-party wealth management industry,committed to providing professional and customized financial services for high-net-worth individual customers and corporate customers.The purpose of this paper is to deeply explore the performance of the financi al advisers of Tang Wealth Lanzhou Branch.Using the theory of expectation and motivation,the author has made an in-depth analysis of the performance appraisal of Tang Wealth Lanzhou Branch by using the literature research method field interview method and questionnaire survey method and combined with the author’s practical experience,through comprehensive analysis and in-depth research,has reconstructed a complete set of performance appraisal and evaluation system,In order to achieve better performance appraisal results.In order to ensure the effective implementation of the performance appraisal scheme,relevant safeguard measures have been put forward in terms of organization,system,culture,funds and so on,so as to better guide the customer’s operation and improve the effect of the evaluation of financial advisers.This study provides Tang Wealth Lanzhou Branch with a series of practical solutions for the performance appraisal of financial advisers,in order to better achieve the objectives of human resources management,and help to better play the advantages of human resources,stimulate the potential of employees,and better complete the company’s talent training program;It provides thinking and reference for the future human resources management of Tang Wealth Lanzhou Branch,and provides an important reference basis for its transformation and development,thus promoting the development and progress of the company.