[2024 Capital Investment Target] KB Securities Leads WM Market with Customer-Customized Solutions

WM Division Excellence Award

Kim Sung-hyun, CEO of KB Securities (left), Lee Hong-gu, CEO of KB Securities (right). Provided by KB Securities

KB Securities received the Best WM (Wealth Management) Award at the '2024 Asia Capital Investment Awards.' KB Securities was recognized for establishing a high-quality WM service through customer-tailored solutions based on differentiated financial investment products, digital capabilities, and abundant IT infrastructure.

Through a nationwide branch network and a specialized PB (Private Banker) center for high-net-worth individuals, it provides highly accessible and customer-optimized financial services, diverse investment products, and professional advice specialized for high-net-worth clients.

Based on differentiated and high-quality services provided through the industry's largest branch network and professional consulting personnel, KB Securities saw its total number of customers surpass 8 million and customer assets exceed KRW 144 trillion as of the end of last year, nearly doubling compared to 2018.

To support on-site PBs, KB Securities operates a head office IC (Investment Consultant) system. This aims to refine WM services such as professional investment, tax, and real estate consulting, contributing to the establishment of a customer-centered asset management culture. It has conducted over 1,200 customized consultations annually for tax consulting related to business succession and held tax-saving seminars on stock compensation programs for employees of foreign companies. To enhance customer satisfaction, it hosted one-on-one seminars on U.S. real estate and published an inheritance theme book for real estate and legal consulting.

Additionally, to strengthen risk management, it established management standards for WM customer assets. Following KB Financial Group's risk guidelines, the top priority is the stable supply of financial investment products. It is evaluated to have a systematic asset management system that secures a risk management framework, providing optimal products, improving returns, and minimizing risks to customer assets.