KBank launches K-Advice project
KBank recently unveiled the K-Advice project to strengthen its wealth management service through a team of independent financial advisors. The initiative aims to meet the needs of a new customer segment with growth potential and interest in financial planning, while also seeking long-term financial stability. This customer segment is estimated at more than 600,000 persons who are keen on using financial advisory services, including investment, insurance products and long-term financial planning. The Bank plans to grow the number of independent financial advisors to 800 within three years.
Mr. Pipatpong Poshyanonda, KBank President, said, “The Bank is committed to promoting investment services and becoming a trusted investment advisor in order to help investors stay informed amid rapidly changing global conditions and achieve sustainable growth. To this end, the Bank continues to develop a diverse range of investment solutions while also providing financial literacy to clients with growth potential. In response to these customers’ need for more accessible services, KBank recently launched the K-Advice project with the goal of developing a team of independent financial advisors who truly understand the needs and contexts of modern investors. These advisors are tasked with offering personalized, in-depth, and tailored advice to support the financial goals of this customer segment. Additionally, KBank has expanded its Relationship Manager (RM) team through telephone or LINE to make it even easier for customers to access useful investment information and guidance.”
The K-Advice team will undergo comprehensive training and skill development in professional financial planning, covering both financial products and communication, and customer care skills. This intensive training program is conducted by experts from within and outside the Bank. Those who complete the training and meet all the qualifications will become professional independent financial advisors, equipped with modern tools and systems to support their work. The Bank already has a strong customer base with growth potential, providing an immediate opportunity to build upon. The K-Advice program is open to retired employees, current staff members, and interested external candidates who wish to grow or advance in the financial advisory profession. In the initial phase, the Bank will begin accepting applications from retired and current employees, and will later open the program to external applicants. This initiative is intended to offer opportunities to capable individuals across the country who are interested in working with the Bank. The goal is to build a nationwide network of 800 independent K-Advice financial advisors within three years, serving an estimated 600,000 customers, with growth potential.
Mr. Pipatpong concluded, “K-Advice is another significant KBankinitiative to help build financial sustainability for the Thai society. The Bank prioritizes developing quality financial products, expanding access channels, and serving customers with growth potential who are interested in financial planning, together with advancing human resources by creating new opportunities for professionals in the rapidly evolving financial sector. This effort aims to collectively drive sustainable growth for society and the economy.”
ข่าวที่เกี่ยวข้อง : กสิกรไทย เปิดโครงการ K-Advice ปั้นทีมที่ปรึกษาทางการเงินอิสระ
