Other Awards
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 management | 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
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| 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
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| 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.
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| 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。
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