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1、-------东华大学工商管理硕士学位论文AbstractPricewarofsecurityindustryhasgotalittleheatedandtheaverage
commissionratehasdeclinedinrecentyearssincethecommissionrateofstock
exchangebecamefreefloatingin2002.Theimplementofstockbrokerand
branchnewpolicy,togetherwithotherinstitutionssucha
2、sbankandinternet
financetheplunderingfinancialresourcescrazily,aggravatethechaosofthis
industry.Theforthcomingshuffleandsurvivecrisismakesecurityindustryand
firmslookingforanewbreakthrough.Throughthestudyofdevelopmentand
trendsofwealthmarketinEurope,theUnitedStatesand
3、otherdeveloped
countriesorregions,withrapiddevelopmentofthedomesticmoneymarket,this
paperformatsthepointofviewthatthewealthmanagementbusinessistheonly
choiceofbrokeragebusinesstransformation.WealthmanagementbusinesswasbringinChinesemarketbyforeignbanks,
anddevelopedin
4、Chinesecommercialbanks.Overthepasttwoyearssecurities
industrybegantoexploreit.GuotaiJunanSecuritiesisoneofthepioneersinthis
industrytopromotethewealthmanagementbusiness,buttheprogressisvery
slowlysince2011becauseoflackingsuccessfulbusinessmodelsofdomesticcan
referto.T
5、heaimofthispaperistosolvetheoptimizationproblemofwealth
managementbusiness,promoteitsdevelopmentofthisfirm,realizethe
transformationofthebrokeragebusinessstrategy,andaccumulateexperiencefor
thedevelopmentofwealthmanagementbusinessinthesecuritiesindustry
throughsystema
6、ticresearch.ThispaperdrawsonpartexperienceofEuropeandtheUnitedStates
securitiescompanywealthmanagementbusiness,andinvestigatespartofbank’
privatebanking(BankofChina,BankofCommunications,MinshengBank,
CITICBank),wealthmanagementdepartmentofsecuritiesfirmsforthekey
fact
7、orsofwealthmanagementbusinesssuchas“customersegmentationand
servicepositioning,businessarchitecturebuilding,organizationalstructure
choice,trainingandexaminationofpersonnelorteam,profitmodel”.Finally
weCombinewiththeactualsituationofGuotaiJunanSecuritiestoputsforward
8、theoptimizationofthecompany’swealthmanagementbusiness.III-----------东华大学工商管理硕士学位论文Wealthmanagementisnotanewbusiness,butisanu