党建引领文化赋能 推动华源证券财富管理业务高质量发展

Core Viewpoint - Huayuan Securities is committed to building a financial powerhouse by integrating party leadership and cultural empowerment into its wealth management services, focusing on enhancing service quality and market competitiveness [1][2]. Group 1: Party Building and Cultural Empowerment - The company elevates cultural construction to a strategic level, viewing it as a stabilizing force for long-term development, and integrates financial cultural values into its operations [2]. - Core values emphasize customer service, employee welfare, shareholder benefits, and cooperative success, while promoting social responsibility through integrity and altruism [2]. Group 2: Talent Development and Team Building - Talent development is crucial for high-quality wealth management, with a systematic training mechanism and structural optimization to build a professional financial service team [3]. - The company has established a comprehensive training system, requiring new employees to complete 100 hours of onboarding training and ensuring that existing employees receive an average of 200 hours of professional training annually [3]. Group 3: Service Enhancement and Customer Focus - Huayuan Securities adheres to the principle of "finance for the people," continuously improving customer experience through innovative product systems and optimized service processes [4]. - As of October 2025, the company’s managed assets exceed 100 billion, reflecting a growth of over 30% since the beginning of 2025, with a diverse product matrix and extensive customer service capabilities [4]. Group 4: Technological Innovation and Digital Transformation - The company focuses on digital financial technology development, leveraging AI to enhance wealth management services and create an intelligent wealth management platform [5]. - The proprietary "Configuration Master" system and the "E Financial Advisor" platform utilize advanced algorithms to provide personalized services and improve operational efficiency [5]. Group 5: Risk Management and Compliance - Risk prevention is prioritized, with a culture that emphasizes transparency and accountability, integrating risk awareness into employee training and operational practices [6]. Group 6: Future Outlook and Cultural Development - Looking ahead, Huayuan Securities aims to deepen the integration of party and business, enhance its cultural brand, and leverage technology to lead future developments in the financial sector [7].