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匯豐推「匯豐卓越理財尊尚」12月11日起接替尚玉
阿思達克 11-06 16:39
匯豐宣布即將於香港推出「匯豐卓越理財尊尚」,為全面理財總值不少於780萬港元(或100萬美元) 的客戶而設,並將於12月11日起接替「匯豐尚玉」。 匯豐香港區財富管理及個人銀行業務主管伍楊玉如表示,該行高端客戶群快速增長,今年上半年,匯豐香港的客戶群中,全面理財總值達100萬美元以上的全新個人客戶數量,按年上升逾一倍。當中,9成客戶均有使用匯豐的財富管理。 匯豐香港區財富管理及個人銀行業務客戶及市場策劃主管許長虹指,對下半年高端客戶增長勢頭樂觀,形容「匯豐卓越理財尊尚」是戰略升級,除原先尚玉提供的服務,亦會推出多項服務更新,包括理財獎賞計劃、餐飲旅遊優惠,以及醫療服務等。 匯豐香港區財富管理及個人銀行業務分銷主管彭淑貞預計,全年零售銀行前線人手較去年增加兩成,並會持續檢視該行財富管理中心分行網絡。 被問到增長動力,匯豐香港區財富管理及個人銀行投資及財富管理部主管安博哲表示,該行財富產品持續吸引資金流入,目前債券和債券基金對客戶吸引力增加,亦關注結構性變化例如人工智能等機遇,留意到客戶對美國股票市場以及印度和日本股票市場都持續感興趣。 他認為,香港市場表現相對較弱,因此很多客戶繼續對泰國和香港市場感興趣,整體而言會在亞洲區市場作多元化配置,關注印度和印尼等市場。
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