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1、东华大学工商管理硕士学位论文AbstractPricewarofsecurityindustryhasgotalittleheatedandtheaveragecommissionratehasdeclinedinrecentyearssincethecommissionrateofstockexchangebecamefreefloatingin2002.Theimplementofstockbrokerandbranchnewpolicy,togetherwithotherinstitutionssuchasb
2、ankandinternetfinancetheplunderingfinancialresourcescrazily,aggravatethechaosofthisindustry.Theforthcomingshuffleandsurvivecrisismakesecurityindustryandfirmslookingforanewbreakthrough.ThroughthestudyofdevelopmentandtrendsofwealthmarketinEurope,theUnitedStatesa
3、ndotherdevelopedcountriesorregions,withrapiddevelopmentofthedomesticmoneymarket,thispaperformatsthepointofviewthatthewealthmanagementbusinessistheonlychoiceofbrokeragebusinesstransformation.WealthmanagementbusinesswasbringinChinesemarketbyforeignbanks,anddevel
4、opedinChinesecommercialbanks.Overthepasttwoyearssecuritiesindustrybegantoexploreit.GuotaiJunanSecuritiesisoneofthepioneersinthisindustrytopromotethewealthmanagementbusiness,buttheprogressisveryslowlysince2011becauseoflackingsuccessfulbusinessmodelsofdomesticca
5、nreferto.Theaimofthispaperistosolvetheoptimizationproblemofwealthmanagementbusiness,promoteitsdevelopmentofthisfirm,realizethetransformationofthebrokeragebusinessstrategy,andaccumulateexperienceforthedevelopmentofwealthmanagementbusinessinthesecuritiesindustry
6、throughsystematicresearch.ThispaperdrawsonpartexperienceofEuropeandtheUnitedStatessecuritiescompanywealthmanagementbusiness,andinvestigatespartofbank’privatebanking(BankofChina,BankofCommunications,MinshengBank,CITICBank),wealthmanagementdepartmentofsecurities
7、firmsforthekeyfactorsofwealthmanagementbusinesssuchas“customersegmentationandservicepositioning,businessarchitecturebuilding,organizationalstructurechoice,trainingandexaminationofpersonnelorteam,profitmodel”.FinallyweCombinewiththeactualsituationofGuotaiJunanS
8、ecuritiestoputsforwardtheoptimizationofthecompany’swealthmanagementbusiness.III万方数据东华大学工商管理硕士学位论文Wealthmanagementisnotanewbusiness,butisanupgradedsentinelofsecuritybrokerage.Itisth
