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Wealth Management

KGI Bank's wealth management team helps clients evaluate their financial state and provides a financial plan that caters to their needs at different stages of life. Both individuals and families are able to formulate financial goals with the bank’s consulting services and financial products.

The bank has 53 branches around Taiwan, with 20 in North Taiwan (i.e. Taipei), 8 in lower north Taiwan (Taoyuan, Hsinchu and Miaoli), 7 in central Taiwan (Taichung and Changhua), 9 in upper south Taiwan (Yunlin, Chiayi and Tainan), 6 in south Taiwan (Kaohsiung and Pingtung) and 3 in east Taiwan (Yilan, Hualien and Taitung). The comprehensive network around the island forms a robust sales platform for wealth management, NT dollar and foreign currency deposits, personal loans, SME business loans and cross-selling. The bank offers personal financial services bundling securities / futures brokerage and payroll accounts to leverage the resources of the parent holding company.
KGI Bank seeks to provide individual customers with a thorough financial plan according to their financial state and needs at different stages of life. The bank prioritizes customer needs and maximizes their interests via customer differentiation. Through ever-improving services and the long-term cultivation of customer relationships, it aims to achieve a high rate of customer satisfaction.