Woori Bank is enhancing its employees' consulting capabilities regarding tax-saving products such as Individual Savings Accounts (ISA) and Individual Retirement Pensions (IRP).
On July 29, Woori Bank announced that it will conduct practical training on tax-saving products for all employees over the course of about a month, visiting 26 regional offices nationwide.
The training will be led by asset management (WM) experts from the headquarters, who will visit sales sites directly. They will share insights on the structure and utilization of financial products that offer tax benefits, as well as real customer consultation cases.
Key training topics will include how to construct tax-efficient portfolios, the characteristics and tax advantages of ISA, IRP, and pension savings funds, and product combinations tailored to customer situations. The program is designed to be practical, enabling employees to apply what they learn immediately in their sales activities.
Woori Bank aims to support its employees in presenting tax-saving strategies that align with customers' financial situations and investment goals.
Kim Sun, head of Woori Bank's WM Group, stated, "We will continue to provide training so that employees can accurately understand the latest systems and products and offer asset management services that meet customers' life cycles and investment objectives."
* This article has been translated by AI.
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