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Bank of China Wealth Management-Three Levels of Wealth Management- the First Level


 

Brand Concept

"Bank of China Wealth Management" is a personalized, high-quality investment and wealth management service brand designed for VIP customers of Bank of China. Under our goal of "customer-oriented and continuous innovation", professional account managers offer "one-to-one" high-quality banking services to you in your exclusive wealth management space, and present you an honorable life with Bank of China wealth management. Meanwhile, drawing upon service network worldwide, senior wealth management experts and diversified investment and wealth management products, we will take into consideration of your wealth management needs to help you realize wealth maintenance and appreciation.

Target Customers

1. Customers whose financial assets (including domestic and foreign currency deposits, various wealth management products, bonds, investment funds, insurance, paper gold, one-to-many account wealth management, securities collective assets management plan, customer collective trust, third-party depository balance of securities, the month-end market value of securities deposited in our bank) exceed RMB 200,000;

2. Customers whose annual accumulated consumption value of Bank of China credit card exceeds RMB 50,000(not including large amount consumption like house purchase, car purchase, house decoration and consumption in merchants of zero discount rate);

3. Customers whose personal loan balance that belongs to normal one has exceeded RMB 500,000.

Services

Professional account manager's "one-to-one" service

According to your wealth management needs, our well-trained and experienced account manager will, through the "one-to-one" face-to-face communication, transact all of your banking businesses, customize personal wealth management plan, and analyze professional investment products for you based on a strong expert panel and professional market analysis.

Diversified investment and wealth management products

With strong foreign exchange resources, international market operation experience, professional talents, we customize, develop, and offer multiple series of sound, stable-income investment and wealth management products in different fields, thus helping you maximize the earnings.

Consultancy support from senior expert panel

With elites of foreign exchange, securities, investment funds, insurance, gold, law, finance and other professional fields, learning from international advanced experience, we design variety of wealth management solutions and provide consulting service on the basis of your long-, medium- and short-term investment needs, thus helping you realize your goal at an early date.

In-depth and timely wealth management information

According to your investment conditions, we give priority to supply of international and domestic economic and financial information, market dynamics, and the latest products, services and business information of Bank of China for you through various channels, and make in-depth analysis and discussion.

Enjoy preferential services

Customers enjoy preferential rates in dozens of banking services including remittance, collection, bank card, safe deposit box and loan.

Discount from cooperated merchants of Bank of China wealth management (for specific contracted merchants and preferential items, please contact local wealth management centre of Bank of China).

Unparallel cross-region privileges

Hundreds of domestic wealth management centers provide you with superior and priority VIP services. Considering all of your needs, ubiquitous Bank of China wealth management services link with your life closely.

Global service network

The service network of more than 680 branches in 26 countries and regions of six continents around the world provides you with comprehensive and considerate international financial services including business, overseas study and tourism.

Special services of branches

Such as airport VIP service, free parking, birthday care, customer salon, and recreational activities to meet your diversified life and social needs.

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