Personal financial services of commercial banks

Author: Huo Wenwen
Publisher:
Publish Date: 2007-01-01
Features: For a long time, China's banking industry has lacked unified qualification standards and professional standards for industry practitioners. With the deepening of China's financial system reform and the acceleration of market opening, a professional and skilled workforce in the banking industry is a necessary foundation for the healthy and sustained development of China's financial sector. On June 6, 2006, the China Banking Association launched the Banking Professionals Qualification Certification Examination system. As a reference book for the Banking Professionals Qualification Certification Examination, this book can provide strong support for candidates preparing for the exam. The content of this book includes four parts: professional knowledge, professional skills, customer service, and industry norms and laws and regulations in personal financial services. It covers eight aspects of knowledge, skills, and behavioral norms that personal financial service practitioners in banks need to understand and master when conducting personal financial services, including basic knowledge of personal financial services, personal financial products, financial advisory services, comprehensive financial services, customer relationship management, advisory marketing, regulatory norms for personal financial services, and relevant laws and regulations for personal financial services.