"Knock Knock Knock, This is Shinhan Bank"... Introducing On-the-Go Asset Management Service

Shinhan Bank held a "Wealth Management Concierge Banking Service Team Launch Ceremony" on the 18th at its headquarters located on Sejong-daero, Jung-gu, Seoul, to commemorate the launch of the "Wealth Management Concierge Banking" service. Employees of the Wealth Management Concierge Banking service team and related personnel are cheering together. Photo by Shinhan Bank

[Asia Economy Reporter Kim Min-young] "Knock knock knock, this is Shinhan Bank."

Shinhan Bank announced on the 19th that it will implement a concierge banking service that directly visits customers to provide comprehensive asset management solutions.

The concierge service means a "guide that handles everything collectively according to the customer's needs." This new service by Shinhan Bank breaks down the walls of the "primary bank" and analyzes all financial assets held by the customer to propose an optimal customized portfolio for each customer.

If financial assets exceed 300 million KRW, customers can use this service. The service can be applied for through the bank’s mobile banking app 'SOL' or branch staff. Even individual and corporate customers who are not Shinhan Bank clients can receive this service by registering the relevant product (deposit products over 300 million KRW) in the 'My Assets' service of 'SOL' and then applying.

Shinhan Bank stated, "Reflecting the trend of increasing customers using financial products through non-face-to-face channels such as mobile banking and internet banking without visiting bank counters, we launched a service that directly visits customers."

The dedicated team for this service composes portfolios tailored to the customer's preferences and market conditions, and the assigned staff visits the customer at their desired time and place to propose financial solutions. If additional consulting on tax, real estate, etc., is needed, experts in those fields will visit together to provide comprehensive solutions from diversified perspectives. Shinhan Bank is also considering introducing a video consultation system.

This content was produced with the assistance of AI translation services.