Building Multi-Dimensional Wealth Management Capabilities Bohai Bank has won many awards including Excellent Wealth Management Bank
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Recently, at the “Third Golden Honor Award Ceremony” sponsored by Puyi Standard, Bohai Bank Co., Ltd. (hereinafter referred to as “Bohai Bank”) relied on its outstanding performance in the field of wealth management and private banking. Won three awards: “Excellent Wealth Management Bank”, “Excellent Private Bank”, and “Excellent Bank with Wealth Service Capabilities”.
Since its official launch in 2021, the “Golden Reputation Award” selection activity has received widespread attention from the industry, and has become a window and platform for the industry and the public to gain a deeper understanding of excellent asset management and wealth management institutions and products. This selection activity has attracted a total of Nearly 200 financial institutions including state-owned banks, joint-stock banks, city commercial banks, trust companies, and insurance asset management companies competed for 50 awards in six categories including banking, trust, insurance, and futures. Bohai Bank’s winning of three awards also demonstrates the bank’s multi-dimensional comprehensive capabilities in operation management, service, transformation and development, operating strength, digital technology, and investment research.
Insight into new opportunities for industry developmentOpen up a new path of wealth management
2022 is the first year of the implementation of new asset management regulations, and bank wealth management has entered a new stage of comprehensive net worth operation and high-quality development. With the strategic vision of “best experience in modern financial stewardship”, Bohai Bank breaks the old and establishes the new, focuses on wealth management and private banking business, accelerates the digital transformation and upgrading of retail, gives full play to the advantages of product supply chain and accurate customer portrait, and develops with diversified product layout Meet development opportunities.
It is understood that in recent years, Bohai Bank has continued to optimize the wealth management service system of “Bohai Bank E-finance”, continuously expand the total amount of wealth assets, and expand the territory of wealth management. In order to meet the differentiated wealth management needs of customers, the bank has continuously enriched the distribution of wealth management products and standardized trust products on a commission basis to achieve full-market, full-strategy, full-channel coverage and normalized supply; actively launched fund investment advisory services, and launched the Southern Fund Investment Advisory Portfolio. Provide customers with fully entrusted public offering fund asset allocation services; adhere to professional empowerment, and achieve double breakthroughs in agency sales of insurance business customers and income in 2022. The number of insurance customers increased by 30.05% year-on-year, and the agency sales insurance business income increased by 93.8% year-on-year.
As the youngest national joint-stock commercial bank, Bohai Bank always puts customer needs in the first place with the concept of “customer-centric”. By meeting customers’ comprehensive wealth management needs and enhancing customer stickiness, thereby improving profitability and profitability stability, customer experience is an important entry point for building its own moat. At the same time, the bank continued to improve the professional, efficient and intelligent private banking service system, continuously improved the hard-core capabilities of private banking customer service, and optimized the private banking “health steward”, “travel steward”, “smart steward” and “education steward” Service content, improve private banking customer experience; launch a family office service system to meet the all-round service needs of private banking customers “individuals, families, and enterprises”. In addition, as one of the first commercial banks to obtain the qualification to start personal pension business, Bohai Bank has also taken the lead in building a market-leading professional team of pension financial planners, through the construction of financial and non-financial pension systems, to optimize customers’ life-cycle pension planning experience , to irrigate key people’s livelihood service industries such as the elderly care family with financial water.
In the future, as the scale of the wealth management market continues to expand and customer needs become more diversified and personalized, Bohai Bank will continue to explore the business scenarios and ecology of the wealth management industry with professional and warm services, and open up “long-term companionship” to create “long-term companionship”. A modern financial steward with the best experience” to create more wealth value for customers.
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