Chinabank is deploying processes and systems that address the needs of the next generation of affluent clients.
Chinabank’s dedicated relationship managers, together with the support of wealth associates, ensure seamless client servicing through better pricing and service delivery.
Banking institutions are constantly trying to keep up with the changing times and introducing solutions that could help clients better preserve their wealth through robust financial planning, diversified investment options and unique personalised experiences.
Chinabank offers highly personalised services that address the financial goals of its affluent client base through a needs-based strategy grounded on a clear understanding of their unique requirements..
DEDICATED TEAM
This tailored approach to banking is provided by dedicated relationship managers who review client investment portfolios holistically and provide solutions based on their financial goals and risk appetite.
The managers, together with the support of wealth associates, ensure seamless client servicing through better pricing and service delivery. Besides personal banking requirements, clients are encouraged to grow their business through loan facilities provided by the bank’s commercial banking division.
With need-based solutions at the core of Chinabank’s strategic objectives, clients have access to a wide range of investment products such as bonds, equities, hybrid securities, derivatives, pooled funds and other investment alternatives, along with personalised financial advice and investment tools that assist in maximising returns. Always having clients’ best interests in mind, the bank also provides them access to fiduciary services for unbiased advice on managing their finances.
DIGITAL TRANSFORMATION
To meet changing customer expectations, and improve efficiency and productivity, Chinabank is undergoing rapid digital transformation to drive its business and enhance customer experience. In the face of increased competition, the bank is introducing unique solutions and adopting digital products. These digitisation efforts cover several different products offered by the bank, including wealth management systems, processes and product offerings to address the needs of the next generation of affluent clients while remaining true to the values that have made Chinabank a trusted partner over the past century.
Chinabank has been recognised as the winner of the Outstanding Wealth Management Service for the Affluent award at the PBI Global Wealth Awards 2023.