Research On The Optimization Of Wealth Management Business Of G Securities’ Wuhan Xinhua Road Business Department

In recent years,the development and growth of the domestic capital market has attracted a large number of residents to invest their wealth into it,and the business department of securities company has played the role of the entrance in the transformation process of residents’ wealth structure.More and more residents choose to invest savings assets into the equity market through the business department of securities companies,which requires the business department of securities companies to adapt to the trend of the new wealth management tide and optimize from the aspects of refinement and specialization to meet the increasing needs of residents for wealth management.In the current financial environment,domestic wealth management business is still in a relatively preliminary stage.It is of practical significance to explore the development of wealth management business in the business department of securities companies for the development of the wealth management business of the entire securities industry,to improve the wealth management ability of securities companies.This paper takes the Wuhan Xinhua Business Department of G Securities as the specific research object,and focuses on the large amount of data and objective conditions of the operation management,team building,channel management,customer management and other aspects of the research object in the recent four years.Based on the development status of the existing wealth management business of the business department,combined with the current economic environment,securities industry and the development status and trend of Wuhan regional peers,Based on the PEST analysis,Porter’s five forces analysis and SWOT analysis of the wealth business of G Securities Wuhan Xinhua Business Department,this paper analyzes the existing three categories of problems of wealth manager management,customer acquisition channel management and customer service management at the present stage,and further conducts interviews with employees of the business department to explore the causes of the three categories of problems.It also formulated the thoughts and strategies for the optimization and development of the wealth management business of the business department,and also formulated the security system including compliance risk control,assessment system and corporate culture,It is expected to promote the further growth of the securities branch with theoretical support and basis.