For banks, clerks should pay attention to the discrimination and screening of clients, under normal circumstances, high net worth clients can occupy 20 % of total number of bank clients, and these kinds of clients need special service, and only in this way can clerks and clients develop a firmer relations, so how to serve high net worth clients? Now let me inform you of the details as follows.
Firstly, distinguish clients group. Clerks should pay attention to distinguishing clients group, and a small part of clients hold most of the assets, so this small part of clients are called ‘‘High Net Worth Clients’’. With regard to high quality clients, clerks should certainly give special care to them.
Secondly, strengthen communication and contact. Clerks should be careful to certainly strengthen communication and contact with clients, in general, appropriate communication will be helpful to leave a good impression on clients and also make clients group more stable.
Thirdly, understand clients needs. Clerks must organize some specialized departments on the management so as to provide corresponding schemes according to different risks tolerance capacity of high net worth clients and make the contact between clerks and clients closer.
Fourthly, expand types of service. Clerks should try to provide knowledge related to insurance, welfare, tax revenue, investment and so on aspects to high net worth clients in order to provide best wealth management scheme to clients through the acquaintance of clients wealth needs.
Fifthly, reserve expertise. Clerks should reserve enough expertise because high net worth clients are successful people and have their own unique views. Only more professional tutoring can move them.
Finally, enhance specialized skills. Clerks should be clear that the service mode must be diversified when facing with high net worth clients, such a very important clients group, and only by enhancing specialized skills can clerks grasp the core competitiveness of high net worth clients.
In a word, I sincerely hope that all above meaningful information can be useful and helpful to you. Thanks a lot!