NH Investment & Securities noted that it has launched the 'hybrid pension asset management service' for customers who prefer digital channels on 19th.
This service provides differentiated pension asset management through the organic combination of the retirement pension PB team, artificial intelligence (AI) robo-advisors, and professional consulting personnel.
The 'retirement pension PB team' recently established under the digital business division of NH Investment & Securities is composed of outstanding PBs from the Gangnam Financial Center, retirement pension corporate relationship managers, and pension advisors specializing in digital channels.
Their main task is to provide close management for non-face-to-face VIP pension customers. They offer comprehensive consulting that goes beyond simple product recommendations, including market analysis, maturity management, portfolio rebalancing, and tax-saving strategies.
Among the services offered by the retirement pension PB team, the 'visiting pension consulting service' directly visits customers to conduct a comprehensive diagnosis of not only their retirement pension but also national pensions and pension savings.
To meet the demand for digital asset management, the personal retirement pension (IRP) robo-advisor service has also been strengthened. The robo-advisor is an asset management service that automatically constructs and operates portfolios by analyzing the investor's preferences and market conditions based on AI and big data technology.
Finally, through the operation of the robo-advisor expert consulting team, customers can receive assistance in setting investment goals and risk preferences. They play a role in increasing customers' understanding of robo-advisors and recommending desired products according to their investment preferences.