Customized Non-Face-to-Face Consultation by Customer, Age Group, and Investment Propensity

Jeonbuk Bank Launches Non-Face-to-Face Asset Management Consultation Service View original image


[Asia Economy Reporter Park Sun-mi] JB Financial Group Jeonbuk Bank announced on the 14th that it has introduced a non-face-to-face asset management (WM) consultation service at its PB Center to provide customized consultations and services.


The 'Non-face-to-face Consultation Reservation Service' allows customers to receive customized consultations through non-face-to-face services based on differentiated portfolios tailored by customer, age group, and investment propensity from asset management experts at the Jeonbuk Bank headquarters PB Center. Through the non-face-to-face reservation consultation service, the PB Center will provide closer support for comprehensive asset management consulting for excellent customers at branches.



Seohanguk, Senior Vice President in charge of WM business at Jeonbuk Bank, said, "The asset management sector, which was mainly conducted face-to-face, is also changing to non-face-to-face. We plan to strengthen the service so that customers can receive advisory services from experts in various fields such as taxation, real estate, and law to provide differentiated asset management services."


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

© The Asia Business Daily(www.asiae.co.kr). All rights reserved.

Today’s Briefing