这家大行如何成为6.8亿客户的财富“管家”?

同花顺
3 hours ago

河南省驻马店市退休教师王阿姨手握一笔养老积蓄,常年只存活期——既怕理财亏了养老钱,又心疼闲置资金一天天贬值。对于这样的困惑,邮储银行(601658)理财经理没有急于推荐产品,而是抽出时间与王阿姨面对面沟通,逐条核算她的退休金、日常开销和医疗备用金,最终搭出一个三层架构:活期应急备用金、定期储蓄还有低风险稳健理财。此后每月,资产收益明细都会主动推送到她手上。在“多渠道增加城乡居民财产性收入”成为国家...

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