红心向党:如何坚守初心使命? 工银理财:为民理财促进共同富裕
来源: 21金融圈 时间:2024-06-26 10:05:36 浏览量:32
The provided text appears to be a detailed report on the achievements and strategic initiatives of the Industrial and Commercial Bank of China (ICBC) Wealth Management over the past five years. Here is a summary of the key points:
### Key Achievements and Initiatives:
1. **Establishment and Growth**:
- In May 2019, ICBC Wealth Management was established with a capital of 16 billion yuan.
- By May 28, 2019, it officially received approval to operate, becoming the first bank wealth management company to start operations.
- On June 6, 2019, ICBC Wealth Management successfully held a product launch and strategic cooperation signing event in Beijing.
2. **Financial Performance**:
- As of the end of May, the scale of new wealth management products managed by ICBC Wealth Management reached nearly 1.9 trillion yuan.
- The company has served the wealth management needs of over 13 million customers, with the number of customers doubling in nearly three years.
3. **Customer-Centric Approach**:
- ICBC Wealth Management focuses on creating value for customers, promoting investment research structure reforms, and building a core investment research capability system.
- The company has achieved significant improvements in investment performance, especially in the bond and gold markets.
4. **Product Innovation**:
- The company has continuously optimized its product structure, launching new brands like "Wenjin Zhiyuan" and low-risk products that account for 90% of all products.
- It has developed innovative products such as intelligent fixed investment, regular dividend, and target return products to meet diverse customer needs.
5. **Service Quality**:
- ICBC Wealth Management has established a comprehensive customer service system, covering over 110 key secondary branches and more than 30,000 customer managers.
- The company has implemented a new customer complaint management model, improving response efficiency and customer experience.
6. **Support for Real Economy**:
- The company has actively supported the real economy, focusing on modern industrial system construction and providing financial support to over 1,000 related entities.
- It has issued guiding opinions on wealth management investment directions, supporting new energy, green industries, manufacturing, and infrastructure projects.
7. **Green Finance and ESG**:
- ICBC Wealth Management has invested nearly 300 billion yuan in green bonds and operates ESG-themed wealth management products.
- The company continues to cultivate products that balance long-term performance and green responsibility.
8. **Inclusive Finance**:
- The company has developed specialized products for new urban residents and rural revitalization, promoting scale and volume.
- It has also launched elderly care financial services, ranking first in the market for elderly care wealth management products.
9. **Digital Transformation**:
- Over the past three years, ICBC Wealth Management has completed 265 system research and development projects, advancing digital transformation and technological empowerment.
### Future Outlook:
ICBC Wealth Management aims to continue its high-quality development, focusing on modern layout, diversified structure, ecological foundation, digital empowerment, and intelligent risk control. The company is committed to contributing to the modernization of China's financial system and supporting the development of new productive forces.
### Visuals:
The text includes several images, likely related to the company's events, products, or achievements, though the exact content of the images is not described in the text.
This summary captures the essence of the detailed report, highlighting the company's strategic initiatives, achievements, and future goals.