Recently, all branches of Industrial Bank Harbin Branch have carried out a series of activities of the Wealth Management Festival to provide customers with financial services.
With the theme of "Seeking Wealth Management, Looking for Industrial Bank", IB Haxi Sub-branch launched financial planning, investment advice and wealth management products to customers through online and offline channels. Wealth managers develop personalized financial plans based on customer needs and risk toleranceProvide a wide range of wealth management products, including multi-category wealth management products of various banks. Customers can choose the investment varieties that are suitable for them according to their risk appetite and return expectationsAn interactive experience area has been set up for customers to experience a variety of financial products and services. Through communication and Xi with professional wealth managers, customers can have a deeper understanding of the characteristics and risks of various investment varieties and make more appropriate investment decisions.
In light of the changes in the current economic situation, Qunli Sub-branch of IB has provided corporate customers with pension planning allocation, personal asset allocation review and family asset allocation review for many times, carried out investor education and publicity, and analyzed the current economic policies. Guide customers to have a correct view of investment and economic cycles, guide customers to make scientific and reasonable asset allocation for long-term investment, and introduce high-quality wealth management products to meet customers' needs. Each event has been well received by customers.
Daowai sub-branch held a financial management activity salon in the VIP room, and made a short video for the customer's financial management festival, so that customers can correctly understand the risks and understand the importance of asset allocationIntroduce the "Surprise Rotation" activity of the Wealth Management Festival to customers, introduce the rules of the event and the advantages of the products recently issuedClients are invited to re-examine their accounts and adjust their position structure. (Wei Songbo).