Meridian Capital Management the Hong Kong based investment brokerage is making headway with the firm’s efforts to expand its personal solutions advisory service.
Hong Kong, Hong Kong S.A.R., August 15, 2015 –(PR.com)– Meridian Capital Management today announced the hiring of more than 20 Financial Solutions Advisors (FSAs) for the firms head office in Hong Kong, as part of its overall commitment to enhance the solutions and guidance it offers to preferred customers.
These FSAs will provide financial solutions and guidance to help customers manage their banking and investment needs and stay in better control of their finances. The hiring is part of Meridian Capital Management’s plan to nearly double the number of Financial Solutions Advisors by mid-2016.
Preferred customers – those with investable assets of $50,000 to $250,000 – are among the fastest-growing segments in the financial services industry. Meridian Capital Management does business with thousands of Preferred customers and has unrivaled insight into their financial needs. According to the Meridian Capital Management Report, some of the top priorities for Preferred customers include tracking and managing money and budgeting (68 percent), saving for retirement (73 percent) and balancing short- and long-term financial needs (61 percent).
Alex Sleeman, head of personal accounts division said “By recruiting more FSAs we are better equipping ourselves to serve our growing list of Preferred customers. Each customer will have the benefit of personal attention from a specialist who can recommend solutions tailored to meet their specific financial needs.”
In support of its new Preferred service strategy, Meridian Capital Management is also working to enhance customer experience and satisfaction by:
Rolling out Platinum Privileges, which rewards customers who maintain $50,000 or more in deposit or investment balances with higher levels of service and comprehensive benefits across their trading and investing needs.
Introducing specialty high interest investment plans that provide in-person access to the firms Mutual Funds, Hedge Funds and Forex Trading divisions.
Continuing to improve the firms focus on high performance equities and in turn reducing entry levels for Preferred service clients across the company’s product range.
This coupled with the intended of doubling the firms FSAs, will create an extensive team dedicated to the more complex needs of the company’s Preferred customers client base.
Meridian Capital Management
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