Yujin Investment & Securities announced on the 25th that it has introduced a 'Digital PB Service' to provide customized PB investment consultation services to digital (online) customers.


The Digital PB Service allows digital customers to easily receive personalized investment consultations from a PB (Private Banker) via phone and other means. Customers holding a Yujin Investment & Securities digital (online) comprehensive account with assets of 30 million KRW or more are eligible to use this service.


Professional PBs actively working in the field participate in the service to enhance the quality of investment consultations. Twenty-two investment expert PBs, each specializing in one of three areas?domestic stocks, U.S. stocks, and financial products?were selected as Digital PBs. Digital customers wishing to use the service can connect directly with a Digital PB through a dedicated phone number, and reservations for consultations can also be made via HTS, MTS, and the website.


Choi Hyun, Head of Channel Sales at Yujin Investment & Securities, explained, "Generally, digital customers have a strong self-directed investment tendency," but added, "We confirmed that there is a demand for expert investment consultations in certain areas such as portfolio and asset diagnosis and recommended portfolios, which led us to prepare this service." He continued, "We will continue to introduce various services to support customers' successful investments and secure competitiveness in the comprehensive asset management field."


To commemorate the launch of the service, Yujin Investment & Securities is holding an 'Opening Commemoration Event.' Until the 30th of next month, 100 digital customers who complete a consultation after applying for the reservation consultation service will be selected by lottery to receive 20,000 KRW worth of Naver Pay points.



Additionally, an event is prepared to provide a 30,000 KRW Shinsegae Department Store mobile gift certificate to the first 100 digital customers who designate a PB as their dedicated consultant and complete a consultation. Details about the Digital PB Service and the events can be found on the Yujin Investment & Securities website and customer satisfaction center.

Eugene Investment & Securities Opens 'Digital PB Service' View original image


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

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