Hana Bank announced on September 2 that it will implement a tailored comprehensive asset management solution called 'C-Level Retirement Pension Consulting' for corporate CEOs and executives.
This service is designed to address the needs of affluent clients seeking comprehensive advice on retirement pension management, tax implications at retirement, and asset management after retirement.
Hana Bank will offer services including tax and tax-saving consultations related to executive severance pay, retirement pension management and receipt consultations, customized corporate retirement pension consulting, and defined contribution (DC) retirement pension consulting for performance bonuses. English proposals will also be available for foreign CEOs and executives.
For clients requiring comprehensive asset management, the bank will provide financial asset portfolio management tailored to the size and characteristics of their assets, high-net-worth consulting, real estate investment advice, inheritance and gift planning, business succession, and estate planning using trusts. The plan includes consulting on both individual retirement pensions and the retirement pension systems of their affiliated companies.
A Hana Bank official stated, “Managing a CEO's retirement pension is a specialized area that requires consideration of systems, taxes, and post-retirement asset management. We will continue to provide differentiated pension consulting services.”
Hana Bank is also enhancing its pension asset management system based on artificial intelligence (AI) and robo-advisory (RA) discretionary services, tailored to clients' life cycles and investment preferences.
* This article has been translated by AI.
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