KB Securities announced on the 5th that it established the 'Digital PB Team' within the Prime Center earlier this year to enhance asset management services for its digital high-net-worth customers.
KB Securities explained that the trend of preferences for non-face-to-face services among large asset clients has accelerated across financial services since the pandemic. In fact, the number of non-face-to-face clients with assets exceeding 100 million won has increased by about 2.53 times compared to 2021, while face-to-face clients grew only by 1.38 times during the same period.
As a result, KB Securities noted that it enhanced the benefits of the 'KB Prestige Membership' and introduced a digital consultation service exclusively handled by professional private bankers.
The KB Prestige Membership operates under the following grades: ▲M-able 300 ▲Prestige S ▲Prestige A. Members will receive benefits such as invitations to investment seminars for one year from the selection date, monthly financial product coupons, preferential interest rates on credit loans, reduced margin rates, and tax agency services.
In particular, the newly established Digital PB Team at KB Securities' Prime Center provides customized asset management services for about 5,700 clients with Prestige S grade or higher (as of the end of last year). According to KB Securities, this team, consisting of 7 professional private bankers, conducted about 16,000 consultations in the first half of this year alone.
Lee Hong-gu, CEO of KB Securities, said, "While enhancing the convenience of non-face-to-face channels is a common challenge across the financial industry, true asset management remains centered on consolidation with people." He added, "The Digital PB Team at the Prime Center will set a new standard for asset management in the digital age based on professionalism and trust."