Establishing a Successful Presence as a Customer-Centric Premium Wealth Management Brand
Offering Differentiated Services Including 'Family Office Service'
▲ At the 1st anniversary event held on the 22nd at KB GOLD & WISE the FIRST Banpo, executives and employees including Eunyoung Jung, Executive Director of KB Kookmin Bank, Byunggong Park, Executive Vice President of KB Kookmin Bank Sales Group, Honggu Lee, CEO of KB Securities, and Heekyung Kim, Center Head of KB GOLD & WISE the FIRST Banpo at KB Securities, are taking a commemorative photo. Provided by KB Financial Group
KB Financial Group's premium comprehensive wealth management center, "KB GOLD&WISE the FIRST Banpo," has celebrated its first anniversary since opening.
"KB GOLD&WISE the FIRST," the premium brand of KB Financial's wealth management brand "KB GOLD&WISE," was first introduced in August 2022 in Apgujeong as a hybrid branch combining KB Kookmin Bank and KB Securities. KB Financial Group further strengthened its market competitiveness with expertise and differentiated services in the rapidly changing wealth management market by opening the second Banpo branch and the third Dogok branch in April and December 2024, respectively.
Celebrating its first anniversary, "KB GOLD&WISE the FIRST Banpo" provides optimal comprehensive financial solutions across all areas?including banking, consulting, and IB solutions?by leveraging the KB Financial network (banking, securities, cards, insurance, asset management, and more) at a single location.
The center offers team-based comprehensive wealth management services, composed of highly capable private bankers (PBs) as well as the group's top experts in taxation, real estate, law, and asset management. It also operates an IBC (Investment Bank Consultant) Center for clients such as CEOs and high-net-worth individuals who require investment banking services. In addition, KB Family Office services are provided to deliver complete wealth management solutions that cover the growth, preservation, and succession of assets for each client or family.
Furthermore, differentiated premium services are offered in various fields, including art, culture, and lifestyle.
A KB Financial Group representative stated, "'KB GOLD&WISE the FIRST' provides industry-leading services based on the philosophy of 'protecting the highest value for our one and only precious clients with the most professional solutions.' The core driving force behind the successful first anniversary of 'KB GOLD&WISE the FIRST Banpo' has been the provision of customer-centric products and services. We will continue to do our utmost to expand high-quality wealth management services based on a deep understanding of our clients, so that we can grow together with them."
© The Asia Business Daily(www.asiae.co.kr). All rights reserved.
