KB Kookmin Bank’s private banking brand GOLD&WISE has been a market leader ever since it was launched 10 years ago based on the principles of trust, professionalism and the clients’ interest.
With the nation’s largest private banking sales network and client base, GOLD&WISE has shown exceptional private banking products, risk management systems, private banking expertise and advisory and marketing service.
Using the vast network of KB Financial Group, it has strengthened product support, expanded the lineup of medium-risk products to better respond to market volatility, and bolstered risk management before and after introducing new products.
GOLD&WISE offers custom-made products and consulting services through cooperation with affiliated companies, in addition to asset management guidelines for each phase of the economy.
Its unique training program for private bankers is widely benchmarked across the industry.
GOLD&WISE private bankers learn about the international and domestic market trends; issues and economic theories through a weekly “financial market study” program; and take basic and advanced courses in stocks and bonds among others.
They undertake courses for risk management experts, participate in sessions on financial market issues, new products, real estate, asset management consulting and global private banking.
The advisory service offered by specialists at GOLD&WISE ranges from sorting out all kinds of tax issues such as capital gains tax, inheritance tax and gift tax to consulting on the profitability of property and legal aid on inheritance, transfer of assets or wills.
GOLD&WISE currently runs 23 private banking centers across the country and plans to open more specialized centers for corporate clients, senior citizens and retired clients.
In addition to holding art exhibits, art academies, yacht tours and golf events for clients, GOLD&WISE offers personal assistance in planning trips, hospital reservations and collecting shopping information.
It also provides special events for clients on birthdays and anniversaries, career consulting and matchmaking services for the children of private banking clients.
Of the many initiatives GOLD&WISE took as a market leader, one was opening Star PB Centers for high net worth individuals in Gangnam and Myeong-dong last year.
Located in landmark buildings ― Gangnam Finance Center and Center One in Myeongdong ― the Star PB Centers have top-notch financial hardware as well as excellent private banking staff.
(sophie@heraldcorp.com)