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专业服务长情陪伴 渤海银行连续四年蝉联“金誉奖”
Zhong Jin Zai Xian· 2025-06-27 06:42
Group 1 - The core viewpoint of the news highlights that Bohai Bank has been recognized for its outstanding performance in wealth management and private banking, winning two awards: "Outstanding Wealth Management Bank" and "Outstanding Private Bank" at the 2025 Asset Management and Wealth Management Industry Development Conference [1][3] - The "Jin Yu Award" focuses on the domestic asset management and wealth management sectors, utilizing a comprehensive evaluation system developed by Puyin Standard and Southwest University of Finance and Economics, emphasizing professionalism, objectivity, and fairness [3] - Since the establishment of the "Jin Yu Award" in 2021, Bohai Bank has won a total of 15 awards, marking the fourth consecutive year it has received the "Outstanding Wealth Management Bank" and "Outstanding Private Bank" awards [3] Group 2 - The Chinese wealth management market has shown strong growth, with continuous innovation in products and services, providing investors with richer choices and better investment experiences [5] - Bohai Bank adheres to a customer-centric philosophy, advancing its retail transformation strategy, and accelerating the transition of retail banking towards "Account Bank," "Wealth Bank," and "Ecological Bank" [5] - The bank has developed a comprehensive financial service system centered on customers, enhancing its product offerings and professional service capabilities to solidify its wealth management business [5] Group 3 - In private banking, Bohai Bank employs a wealth planning blueprint that encompasses personal, family, enterprise, and social dimensions, offering a wide range of financial services including asset allocation, investment management, and family inheritance [6] - The bank has established a non-financial service system for private banking clients, focusing on travel, health, legal and tax services, and education, while innovating the "Bohai Enjoy Family" wealth management trust brand [6] - Since 2013, Bohai Bank has initiated a long-term talent development program for retail customer managers, training over 400 senior financial planners and achieving notable success in industry competitions [6] Group 4 - As Bohai Bank approaches its 20th anniversary in 2025, it aims to continue its transformation towards "Account Bank," "Wealth Bank," and "Ecological Bank," focusing on creating long-term value for clients and exploring innovative paths for serving the real economy and enhancing residents' wealth [7]