GD证券Z营业部财富管理业务发展问题研究

发布时间：2018-04-28 13:32

本文选题：GD证券Z营业部 + 财富管理业务　；参考：《郑州大学》2016年硕士论文

【摘要】：我国金融行业的发展和金融市场的开放,促使财富管理业务成为我国各大券商争相发展的主要业务,财富管理业务市场发展非常快。金融行业的内部经营人员都纷纷加入到这个市场中,把财富管理业务作为企业经营的重点。财富管理业务是把传统业务和创新业务融合起来,它是全国各大券商不断升级转型的主要发展目标。券商把合适的财富管理业务推给客户,这样券商和客户就会实现双赢的局面。证券公司向客户提供全方位的理财服务,促使客户的一站式金融服务要求得到满足,这样券商就可以获得佣金,加强了自身和客户的关系,促使客户的忠诚度增强,进而提高公司的市场份额。客户的资产安全也能够得到保证,并且价值也能实现增值,促使自身的理财目标得到实现,自身的生活质量和兴趣都有了一定的提高。近些年来,GD证券公司Z营业部财富管理市场取得了一些发展,但是发展还不是很完善,仍然与市场的需求相差很远,并且还存在一些问题。目前,GD证券Z营业部的财富管理业务发展还不是很均衡,传统经纪业务仍然是营业部的主要收入来源,然而传统经纪业务和股市行情相关性很高,促使公司的利润具有周期性和不稳定性。所以,财富管理业务可以帮助公司打破困局,促使公司长期盈利,它是营业部以后的发展方向。逡本论文对GD证券Z营业部的财富管理业务存在的问题进行了深入分析,而后提出了完善财富管理业务发展的举措,为Z营业部发展财富管理业务指明了方向,能够很好地为GD证券Z营业部发展财富管理业务提供理论指导和实践参考。
[Abstract]:With the development of financial industry and the opening of financial market in China, wealth management business has become the main business of our country's major securities companies, and the wealth management business market is developing very quickly. The internal operators of the financial industry have joined the market, taking wealth management as the key business. Wealth management business is a combination of traditional business and innovation business. Brokers push the right wealth management business to their clients, so that both firms and customers can achieve a win-win situation. The securities companies provide comprehensive financial services to clients, so that their one-stop financial service requirements are satisfied, so that securities firms can receive commissions, strengthen their relationship with customers, and promote customer loyalty. Then increase the company's market share. The customer's asset security can also be guaranteed, and the value can also achieve value-added, promote the realization of their own financial goals, their own quality of life and interest have been improved. In recent years, the wealth management market of Z Business Department of GD Securities Company has made some progress, but the development is not perfect, it is still far from the demand of the market, and there are still some problems. At present, the development of wealth management business in GD Securities Z Business Department is not very balanced. The traditional brokerage business is still the main source of revenue for the business department. However, the traditional brokerage business is highly correlated with the stock market market. Promote the company's profits with periodicity and instability. Therefore, wealth management can help companies break through difficulties and promote long-term profits, which is the future direction of business. This paper makes a thorough analysis of the problems existing in the wealth management business of GD Securities Z Business Department, and then puts forward some measures to improve the development of the wealth management business, which points out the direction for the Z Business Department to develop the wealth management business. It can provide theoretical guidance and practical reference for GD Securities Z Business Department to develop wealth management business.
【学位授予单位】：郑州大学
【学位级别】：硕士
【学位授予年份】：2016
【分类号】：F832.39

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