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ID:32039639
大小:1.69 MB
页数:41页
时间:2019-01-30
《h证券公司财富管理业务分析》由会员上传分享,免费在线阅读,更多相关内容在学术论文-天天文库。
1、AbstractSince2007,thedecliningofcommissioningratesandtheindustrycycleledtolOWincomeofthestockscompany.From201to2012,fortwoconsecutiveyears,ithitsanewboaomofthenetprofitforthewholeindustry.Restructuringofthebrokeragebusinesscametoaverypressingstage.Promoti
2、ngbrokeragebusinessfromachannelservicetothewealthmanagementbusinesstransformation,itisnotonlyaconformationtotherequirements.ofindustrytrendsanditisalsotheupgradeofthefunctionofthesecuritiesbusinessandtheremodelingrecyclingoperationalrolescomprehensive.Thi
3、spaperdescribesthestatusquoHSecuritieswealthmanagementservices,namely,theexistingcustomerservicemanagementsystem,products,systemsandteamsituations,suchaSfinancialplanners,andpointedouttheirproblem.SWOTanalysisofthecompany’SinternalstrengthsHSecuritiesweal
4、thmanagementbusiness,internalweaknesses,externalopportunitiesandexternalthreatsweretargetedfordetailedanalysis.Followedbytheevolutionofthebusinessmodel,thedirectionofHwealthmanagementbusinessofsecuritiescompaniesandsecuritiesfirmsonHwealthmanagement+busin
5、essintheproblemswerepointedout,andspecificsuggestionswereraisedforimprovement:enhancingcustomerclaSsificationstudy,creatingandimprovingthecomprehensivefinancialaccount,acceleratingtheapplicationofinformationtechnologyandtheIntemetfinancialinnovation,stren
6、gtheningwealthmanagementproductsandbuildingbrand,financialplannersfocusontrainingandteambuildingwealthmanagementbusinesspersonnel,perfectingservicemanagementsystem,integratingofvariousdepartmentsofthecompanyresources,formingareaSonabledistributionofbenefi
7、tsmechanisms.Althoughthewealthmanagementbusinessofsecuritiescompaniesisinitsinfancy,therealinterestsandprospectstheybringareimmeaSurable.Itwilldrivethetransformationoftheentiresecuritiesindustry,whichoffersafulllineoffinancialservicestoasinglestockfundbus
8、inessManufacturerstransformation,namelythetransitionfromthetraditionalpathtowealthmanagementbusiness,anditisnotjustIIdrivenbybrokerbrokeragebusinesstransformation,butwillactuatethetransformationoftheemiresecuritiesi
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