Shinhan Investment Corp. Launches Dedicated Joint Sales Team for Family Office Clients...First in the Financial Sector

On September 8, Shinhan Investment Corp. announced the launch of a "joint sales team" for family office clients of Shinhan Bank and Shinhan Investment Corp., marking the first initiative of its kind in the financial sector. The pilot operation bases are the Shinhan Premier Family Office Cheongdam Center (a combined bank and securities channel) and the Shinhan Premier Cheongdam Financial Center (securities).

This move is part of a new channel strategy aimed at strengthening client management for the existing PWM (Private Wealth Management) channel, which integrates banking and securities services. A representative from Shinhan Investment Corp. explained, "As the number of clients in the PWM channel increases and their needs become more sophisticated, we have established a new group-wide collaborative and joint management system to deliver differentiated and tailored financial services."

The joint sales team is composed of private bankers from the Family Office Center and top-performing private bankers representing Shinhan Investment Corp. branches. This is the first time in the financial sector that an outstanding private banker talent pool from different branches will be jointly managed with a client-centric approach. The initiative is being hailed as an innovative attempt that surpasses the limitations of existing hybrid branches. Through this, clients are expected to benefit not only from portfolio management via the existing combined bank and securities channels, but also from asset management services leveraging the investment strategies and risk management expertise of top private bankers.

The designated pilot site, Cheongdam Financial Center, demonstrated top-tier performance not only in internal metrics but also in customer satisfaction, as evidenced by winning the "Right Profit Award" at the 2024 Shinhan Investment Corp. Performance Evaluation Conference. Within the center, the "Shinhan Premier Communitas Lounge," offering one-stop financial services, will also be newly established. This is the second such lounge, following its initial introduction at the Shinhan Premier Wonju Financial Center.

A representative from Shinhan Investment Corp. stated, "The launch of this joint sales team marks the starting point for innovation in the Shinhan Premier Channel, and we will continue to bring together the specialized expertise of banking and securities to provide client-centric asset management."

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