中銀香港首三季年輕新客戶按年升約20%
中銀香港公布,今年首三季,年輕新客戶數目按年升約20%,該客群中有90%的交易活動透過數碼化渠道進行,其中證券投資較受客戶歡迎。
該客群於上半年的資產管理規模(AUM)按年上升超過35%,證券交易筆數亦按年增長近45%,這些交易大多透過手機銀行進行。美股是熱門投資選擇之一,整體持有美股的客戶中約50%為年輕客戶,他們傾向投資於科技股和新經濟股等板塊。
中銀香港個人金融及財富管理部客層管理處主管溫晞文表示,該行持續提供多元化及個人化的手機銀行服務,滿足年輕客戶財富管理需要。現時「PlanAhead.智未來」一站式財富策劃服務的用戶中,逾60%為年輕客戶。此外,「NotALot碎股易」整體用戶中接近55%是年輕客戶。
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