Special topicSlotfloatingdragonmegawaysMorningstar (China) 2024 Investment Summit
On April 13, Morningstar (China) 2024 Investment Summit was held, and Xu Haining, vice president of Oriental Securities, participated in the round-table dialogue. Faced with the theme of "how to enhance the sense of investors from both 'investment' and 'care', Xu Haining said that serving and reaching customers should be through professional services that accompany customers throughout the life cycle, rather than selling by sellers.
In the transformation from brokerage business to wealth management, Oriental Securities carries out the transformation of wealth management systematically and on a platform. first of all, it determines the business model of wealth management, and strictly selects managers, products and fund managers in the whole market. to provide services to clients.
Xu Haining said that after experiencing the new rules from brokerage business to seller's fund product sales and asset management, Oriental Securities deeply felt that serving customers and reaching customers should not be sold by sellers in the end, but through duration. a professional service that accompanies the customer's whole life cycle. Xu Haining said that the pilot launch of public offering fund investment has undoubtedly promoted the development of this business in terms of system, business model and values.
Finally, she said that the entire transformation and development of wealth management must be in line with the law of changing customer needs, the law of putting customer interests first and obligations first, and respecting values and the origin of wealth management to carry out transformation and development.