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匯豐料初期理財通南向需求較北向高
阿思達克 10-19 09:37
匯豐香港財富管理及個人銀行業務主管伍楊玉如預計,跨境理財通開通初期,南向通投資需求會較北向高,因為內地人可以遙距開立南向投資戶口,較為便利,而且在內地和香港均有銀行戶口的香港客人並非多數。她表示,該行調查顯示80%客人對透過理財通投資有興趣,而且在理財通正式推出之前已經接收到了很多查詢,而且匯豐今年上半年財富管理業務按年增長25%,相信理財通開通後會讓財富管理業進一步擴展。 伍楊玉如說,該行在香港和內地合共設60個理財通中心,供解答客人問題和處理投資安排,另外任何銀行分行都可以協助客戶開戶。她說,該行在今年在亞洲增加1,000名財富管理前線員工,其中香港增加300至400名員工,若市場對理財通需求大,或會再增加人手。 對於理財通不允許銀行主動推銷產品會否構成挑戰,伍楊玉如說,該行設有網站和理財通中心提供完善解說,認為理財通試點設額度和適用產品限制並非挑戰,認為計劃成熟後可以進一步開放,長遠來說認為可以放寬的空間越來越多。
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