Recently, the "2017 First Financial.RFP China Financial Elite Selection" ended successfully in Shanghai. China Merchants Bank 's professional advantage in retail services won the "Top Ten Annual Innovation Institutions in China". The Private Banking Department of China Merchants Bank Beijing Branch won the "Top Ten Private Bank Team in China" with its outstanding results achieved by its business philosophy of "Leading Business and Leading Services and Innovation". At the same time, the outstanding financial managers in the private banking team of China Merchants Bank Beijing Branch also won the personal awards of "Top Ten Financial Planners in China" and "Top Ten New Financial Planners in China" respectively.
selection conference is hosted by the First Financial Media Group of Finance and Economics and Economics and Economics Media Group and hosted by the China Center of the famous professional qualification society for financial management. It aims to create a high-standard and influential financial management elite selection and exchange platform for the Chinese financial management industry. The selection scope of the activity includes mainstream financial institutions such as banks and insurance and professional financial planners. The recommended candidates and candidates are represented by well-known experts, scholars and industry insiders in the domestic financial field. The two institutions of the recommendation and the evaluation committee ensure the professionalism and authority of the entire selection activity in parallel. The 10th anniversary of the private banking of China Merchants Bank Beijing Branch Private Bank has taken root in the capital. With the development of China's economy and the accumulation of private wealth, it has achieved remarkable results in the industry with the service concept of "creating value for customers with customer-centricity", becoming the private banking team with the largest number of customers and the largest scale of managed assets in the system. Over the past ten years, it has adhered to the traditional advantages of China Merchants Bank's wealth management, adapted to the deep needs of high-net-worth customers, and built a benign interactive ecological system with Beijing characteristics, with equal circles, cultural communication and similar interests. It has successively won awards such as the Top Ten Branches for Outstanding Contributions to Private Banking Business in the system. The four private banking centers stationed in Beijing under its jurisdiction have also won many awards and have been rated as the "Top Ten Private Banking Centers" many times.
In terms of cultivating the financial management team, the private banking team of China Merchants Bank Beijing Branch has always believed in "professional service first". After ten years, it has built a senior, professional and high-quality private banking financial management team. At this "China Financial Elite Selection Conference", the jury conducted a multi-dimensional assessment through four aspects: performance indicators, professional experience, popularity index and interviews, and gave a final assessment of the sales performance, asset management scale, business quality, academic degree, professional resume, honors and awards of outstanding financial managers in combination with authoritative interviews. In the end, Guo Jia, psychological finance managers of Beichen Private Banking Center of China Merchants Bank (Beijing) Guo Jia, Jia Yifei, and Li Xiao, psychological finance manager of Wantong Private Banking Center, were awarded the "Top 100 Financial Planners of China", and Kang Pengxiao, psychological finance manager of Beichen Private Banking Center, was awarded the "Top 10 New Financial Planners of China".
Every honor is behind the next move forward. China Merchants Bank Beijing Branch Private Bank has known for its customers that they still have higher expectations for ten years. It has been rooted in Beijing, from serving a family to a family, from professional wealth management to family inheritance and management, and every step is firm and never forgets its original intention. In terms of product and service categories, we have also continuously innovated and improved, creating "investment and financing integration", creating a dual-wheel drive service model of "asset + liability", combining the comprehensive deployment of financial technologies such as big data, quickly respond to customer needs, and accurately and intelligent investment decisions. In terms of team building, we select top financial management talents in the industry and create a team of trustworthy and excellent professional and capable private banking experts through spiral-up training.
's innovative professionalism, a strong middle-end support team, and a team of private banking with excellent professional qualities are a strong foundation for achieving many praises. The private banking of China Merchants Bank Beijing Branch's private banking award is undoubtedly a re-recognition of China Merchants Bank's professional ability "best private banking" in the industry.
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