Client relationship and management servicing 2017
China Merchants Bank Private Banking
Shenzhen-based China Merchants Bank boasts 49 private banking centres across 30 cities, including in Hong Kong and New York, staffed by more than 1,000 professionals. Assets under management totalled Rmb1.42 trillion ($205 billion) at end-June 2016, up 13.7% year on year.
But it is the bank’s level of customer care that really stands out. CMB’s ‘1+N’ investment consulting service matches a qualified private banker with every client, while the bank’s wider team boasts specialists in fields ranging from securities trading and trust products to funds and insurance.
The bank also provides, directly or indirectly, a wide range of non-financial services, including tax and legal advice, and guidance on buying foreign real estate. CMB’s ‘4-Step Spiral Lifting Working Method’ is designed to get clients involved with their own wealth planning by helping them to understand investment products and to analyze market conductions.
China Merchants Bank offers customers real-time advice: top-tier clients are able to reach their personal private banking adviser from any location, at any time, day or night. That’s the kind of excellence in customer service only offered by the very best private banks.