Asian Private Banker China Wealth Awards 《亚洲私人银行家》中国财富奖 – Best Private Bank in China – City Commercial Bank 中国最佳私人银行 – 城市商业银行组

2018 Winners 获奖名单

Best Private Bank in China – City Commercial Bank
中国最佳私人银行 – 城市商业银行组

Bank of Shanghai Private Banking
上海银行私人银行

Established
成立日期
26 April 2012
2012年4月26日
 
Headquarters No. 168, Pudong District, Shanghai, China
总部地址 中国上海市浦东新区银城中路168号
 
Number of branches
分行总数
14
 
Branch locations Shanghai, Beijing, Shenzhen, Tianjin, Hangzhou, Chengdu, Ningbo, Suzhou
分行地区 上海、北京、深圳、天津、南京、杭州、成都、宁波、苏州
 
Senior management Xia Ling – vice general manager
高管资料 夏凌 – 副总经理
 
Number of employees
员工人数
36
 
2018 Total AUM RMB 55.65 billion
2018 资产管理额 556.5亿元人民币
 
2018 Client count
2018 客户数目
3,093
 
2018 Minimum asset requirement per client RMB 8 million
2018 私行门槛 800万元人民币
 
Company website 公司官网 www.bosc.cn
 
Phone 电话号码 +86 (0)21 6847 5888
 
Email 电邮 webmaster@bosc.cn
 
Services offered
Bank of Shanghai provides tailored, comprehensive solutions that go beyond wealth. The core concept of service is to satisfy customer needs, which include customers’ families or enterprises. With the integration of resources, the bank offers its high net worth clients efficient services in a framework which contains wealth creation, wealth growth, and inheritance.
私行的价值主张及
提供的服务类型
财富之上、私属定制。
围绕私人银行综合金融解决方案这一核心模式,结合高净值客户个人、家庭、企业乃至家族的综合需求,整合跨领域资源,形成产品与服务体系,构建以财富创造、财富增值、财富传承、财富精神为框架的业务体系。
Background
The wealth management and private banking department falls directly under the headquarters of Bank of Shanghai. The scope of business includes the sale of self-owned financial products and financial products from other institutions. Other primary responsibilities include sales and marketing management, team-building for the sales managers, service system construction, and branding.
私行的背景
私人银行部门是上海银行总行直属的一级部门,全称是财富管理与私人银行部。该部门负责全行财富管理业务和私人银行业务,个人理财产品发售,个人代销产品引入、销售和管理,理财客户经理队伍管理,客户服务体系建设和品牌传播。