With a wealth management account, you will have honor and glory, and we will wholeheartedly provide you with excellent VIP treatment and let you feel a brand-new financial service experience.
■ Preferential and preferential financial services
Green channel service
—— In nearly 20,000 business outlets across the country, you can give priority to all kinds of business without waiting.
-Unique comprehensive credit, consumer loans are more convenient and faster.
-Peony credit card application enters the green channel, and it is given priority without guarantee.
Superior and comfortable exclusive financial management space
-The VIP rooms of "wealth management accounts" in more than 2,000 wealth management centers across the country are your exclusive space.
Give priority to providing various "tight" wealth management products.
—— Reserve treasury bonds and enjoy all kinds of investment and wealth management products provided by our bank for "wealth management account" customers.
Exclusive comprehensive account, everything.
—— There are all kinds of deposit accounts, loan accounts and investment accounts, so as to truly realize "one card in hand and travel all over China". You can not only hang your old passbook and MasterCard into this account, but also open various new deposit accounts in this account.
-There is also a comprehensive account statement, which will send a detailed and comprehensive report on the fund status of the "wealth management account" to your home in time according to your needs, so that you can know your assets like the back of your hand.
Exclusive franchise and profit-making measures
—— Enjoy all kinds of premium concessions provided by banks, such as a series of measures (see the attached table for business concessions), such as reducing the handling fees for transfer and remittance, deposit and withdrawal in different places, reporting the loss free of charge, and issuing deposit certificates free of charge, and enjoy the agreed amount transfer service and appointment cycle transfer service.
The first "T+0" wealth management service
-Interest-free overdraft within one day, more care comes from "wealth management account", and use "wealth management account" to solve your urgent needs.
Preferential treatment for special merchants
-You will enjoy more preferential treatment and VIP treatment in many well-known "wealth management account" merchants.
■ Experts and Professional Financial Advisers-Professional
Tailored financial planning book
-According to the assets and income and expenditure provided by you, on the basis of measuring your risk preference and relying on advanced financial management system, we will provide customers with scientific financial management solutions to help you rationally allocate family assets and better plan your own and family's future.
Professional investment advice
-On the basis of making a financial plan, professional account managers will recommend specific investment tools and investment periods to meet the needs of maintaining and increasing the value of assets.
Rich financial information
-Professional financial management team, providing you with rich information on foreign exchange, insurance, securities and gold investment, helping you win the battle thousands of miles away.
-You will receive a special issue of VIP customer financial management with exquisite "financial accounts" on a regular basis, and enjoy the superior honor of VIP customers.
Financial salon
-Financial experts will communicate with you face to face, explain all kinds of trends in the investment field in detail, and answer your financial questions on the spot;
-There are even occasional online forums for you to interact with financial experts and other customers in the virtual world.
■ Private, personalized bank secretary-private
Full-time account manager
-Every "wealth management account" customer will have a full-time account manager to provide you with "one-on-one" wealth management services, and rely on the professional wealth management business system to faithfully manage your wealth and meet your diversified investment and financial needs.
reservation service
-You can reserve various banking services to save your precious time. For some banking services, you can also provide account managers with on-site services within a specified range, which will provide you with the greatest convenience.
Business prompt service
-You can set up various reminder services, such as deposit maturity reminder, fund net profit and loss reminder, etc., and the account manager will remind you in time according to your needs.
Emergency support service
-In addition to "icing on the cake", there is also "giving charcoal in the snow". In times of crisis, ICBC will stand with you and use all resources to solve your problems.