The bank aimed to build a management system for its Wealth Management and Private Banking Department to serve affluent clients. The goal was to implement a list-based management mechanism for high-net-worth individuals and establish a private banking model centered on asset allocation and advisory services.

Enabled a business model shift from product-centric to client-centric services. Transformed from single-product sales to bundled product offerings. Developed a comprehensive advisory framework that includes financial consultation and education services, supporting a multi-level, advisor-led sales strategy. Established standardized financial planning service processes and multi-channel investment order workflows to build robust middle- and back-office support for wealth services. Provided continuous support to relationship managers by establishing an asset allocation and portfolio-centered wealth management business that delivers sustained advisory services to clients.

Successfully delivered a full suite of advisory tools—including financial calculators, financial health diagnostics, quick planning, single-goal planning, and comprehensive planning. Established standardized advisory service processes and achieved a transformation from single-product to portfolio-based sales. Built up holistic capabilities in product management, financial planning, asset allocation, and investment order processing. Enabled continuous tracking of client assets, effective portfolio management, and dynamic rebalancing.