Asian Private Banker China Wealth Awards 《亚洲私人银行家》中国财富奖 – Best Wealth Manager in China – Securities Brokerage 中国最佳财富管理机构 – 券商组

2018 Winners 获奖名单

Best Wealth Manager in China – Securities Brokerage
中国最佳财富管理机构 – 券商组

Huatai Securities Co., Ltd.
华泰证券股份有限公司

Established
成立日期
9 April 1991
1991年4月9日
 
Headquarters No. 228 Middle Jiangdong Road, Nanjing, Jiangsu Province, China
总部地址 中国江苏省南京市江东中路228号
 
Number of branches 29 branch offices and 241 securities branches
分行总数 分公司29 家,证券营业部241家
 
Branch locations Across 29 provinces, municipalities and autonomous regions, including Shanghai, Beijing, Guangdong, and Jiangsu
分行地区 上海、北京、广东、江苏等29个省、市和自治区
 
Senior managemen/td>

Zhou Yi – chairman of the board of directors, president
Ma Zhaoming – vice president
Sun Hanlin – vice president
Wu Zufang – vice president
Jiang Jian – vice president
Shu Ben’e – chief financial officer
Li Yun – chief compliance officer, general legal counsel
Zhang Hui – secretary to the board of directors
Wang Chong – chief risk officer
高管资料 周易 – 董事长、总裁
马昭明 – 副总裁
孙含林 – 副总裁
吴祖芳 – 副总裁
姜健 – 副总裁
舒本娥 – 财务负责人
李筠 – 合规总监、总法律顾问
张辉 – 董事会秘书
王翀 – 首席风险官
 
Number of employees 9,432, including more than 2,000 professional investment consultants
员工人数 9,432,其中有超过2,000名专业投资顾问
 
2018 Total client account assets RMB 2.46 trillion
2018 客户账户资产规模 2.46万亿元人民币
 
2018 Client count Nearly 13 million
2018 客户数目 近1,300万
 
Company website 公司官网 www.htsc.com
 
Phone 电话号码 +86 (0)25 8338 9999
 
Email 电邮 boardoffice@htsc.com
 
Services offered
Securities, futures and options brokerage, financial products sales, and capital-based intermediary business
机构提供的服务类型
证券期货期权经纪、金融产品销售、资本中介等业务
Background
Given our broad client base, we are committed to establishing an online and offline integrated wealth management service system and refined client operation model. Since the launch of the Internet strategy in 2009, we have continued to upgrade and innovate the mobile financial service model. Based on the ‘ZhangLe Fortune Path’ APP, we provide clients with intelligent integrated services online, and relying on professional investment consultants across widely distributed business outlets, we provide clients with more targeted asset allocation services offline. We continue to learn from the mature experience and models of service and investment consultants abroad, and our advanced internal wealth management service platform has become an efficient tool for all investment consultants to accurately understand and efficiently serve clients.
机构的背景
公司依托广泛的客户基础,打造线上线下一体化的财富管理服务体系及精细化的客户运营模式。自2009年开启互联网战略以来,持续升级及创新移动金融服务模式,线上通过“涨乐财富通”APP为客户提供智能化的综合服务;线下依托广泛分布的证券期货营业部和专业投资顾问,为客户提供更具针对性的资产配置服务。持续借鉴吸收海外服务投资顾问的成熟经验模式,并搭建先进的内部理财服务平台,帮助投资顾问精准理解客户需求并提供高效服务。