Private Banking
TOP- Devise exclusive customer service processes and experience designs.
- Optimize the product ordering process and build an investment portfolio management platform to introduce diversified products.
- Plan the credit process for asset activation to enhance the flexibility of customer fund utilization.
- Introduce a private banking information system to integrate customer relationship management, investment portfolio management and flexibility in capital utilization, and to strengthen risk control.
- Establish an expert advisory team to provide professional services such as investment portfolio planning, inheritance, cross-border financial flows, and tax consulting to meet the needs of customers' asset allocation in every dimension.
- Start to build a dedicated business team to serve high-end customers and integrate service flows through a single contact.