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On June 21, the first CLS Wealth Management Huazun Awards announced the results in Suzhou, Jiangsu. China Post Securities Co., Ltd. (China Post Securities) won two awards—the Best Growth Wealth Management Award and the Best Investment Advisory Team Award, which highlights the outstanding performance of the wealth management business of China Post Securities and demonstrates that the enhancement of its brand influence has been recognized by the industry.
In 2023, China Post Securities achieved positive results in the transformation of its wealth management business, getting both its quality and scale improved. Its customer structure has been significantly optimized, with newly-opened accounts increasing by 35.78 percent year-on-year and newly-added margin trading and securities lending clients 94 percent year-on-year. Its custody assets have been significantly hoisted, with customer assets increasing by 664.76 percent year-on-year. The supply of financial products has become richer, with commissioned sales of financial products increasing by 30 percent year-on-year. Its featured investment advisory system has been preliminarily established, and its investment advisory product portfolios tailored to customer needs have been well received. The asset allocation service oriented to the buyer’s market has been successfully launched, providing one-stop asset allocation and customized services for high-net-worth clients.