Bo Qing
(China Post Group Co., Ltd. Jiangsu Branch, Nanjing, Jiangsu 210000)
Abstract: Wealth management is an important part of bank operations. Scientifically constructing a wealth management system, refining financial management control points, can help clients achieve wealth preservation and appreciation while effectively enhancing the bank's profitability and risk resilience, promoting financial innovation and sustainable development. Based on an analysis of the characteristics and current state of bank wealth management, this paper examines existing issues and proposes solutions, suggesting that banks need to establish a "full-market + full-category" product supply system, create a "professional investment + intelligent investment" dual-driven model, implement precise client profiling and tiered management strategies, build intelligent wealth management platforms, and establish comprehensive risk management and compliance systems. The paper aims to further improve the efficiency and quality of wealth management, enhance banks' competitiveness, and promote their sustainable and stable development.
Keywords: wealth management; banks; system construction
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