Personal intermediary business

Author: Xin Shusen
Publisher:
Publish Date: 2007-01-01
Features: With the acceleration of financial globalization, especially after December 11, 2006, China's financial market will fully open to foreign capital. Foreign financial institutions will comprehensively enter the domestic personal business sector. The competition for personal customers, particularly high-end clients, will exert pressure on domestic commercial banks. China's regulatory authorities and the banking industry must adopt a broader perspective and a more proactive attitude, putting in significant effort and genuine work to focus on management and innovation, thereby fully promoting the faster and better development of personal banking services in commercial banks. It is encouraging that the domestic banking industry in recent years has made personal banking services a key competitive focus, taking various measures to increase investment in personnel, finances, and resources.
This series of books combines the practical realities of China's latest personal banking services, presenting fundamental theories and operational practices in nine key areas of current personal banking in China through the "mandatory" training modules of on-the-job qualification training and job competency training. It serves as a valuable resource for personal banking professionals in commercial banks for learning, professional qualification training, and fulfilling job responsibilities, as well as enhancing job competency.
This series is characterized by its practicality, operability, and reference value. It is suitable for the general public to gain an in-depth understanding of personal banking knowledge.