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Gifts to Banking Clients, Financial Advisers and Investment Professionals


We’re here to help you send a gift to your local banking professional anywhere in the world! It’s no secret that managing money is a difficult, often thankless, job that’s best left to the professionals. But bankers, financial advisors, and hedge fund managers who are growing your hard-earned cash deserve your thanks from time to time.

 

Popular Gifts for Banking Professionals

 

 

 

Budget gifts from $49.95 USD to $99.95 USD:
Secret to Snacking Gift Basket Holiday Elegance Gift Basket Cheese Plate Perfection Gift Basket

 

 

V.I.P gifts from $199.95 USD to $499.95 USD:
Love in the Dark Gift Basket Sweet and Savory Japanese Whisky Gift Basket Embrace Love Gift Basket

 

 

 

When you’re ready to thank your global financial adviser or investment portfolio manager for success managing your money, make sure to investigate their country’s laws about bankers receiving gifts, and then their company’s policy regarding corporate giving. Many countries place restrictions on the kinds of gifts to financial advisers that might be considered bribes. However, most of those countries also make exceptions for seasonal and holiday gifts. So, it’s usually just fine to send a Christmas, New Year, or birthday gift to your banking professional as long as it’s within their company’s policies regarding gifts.

 

 

 

 

What sorts of corporate rules are there surrounding sending gifts to banking professionals?

While the policies about giving gifts to financial advisers vary from company to company, they are most often related to the cost of the gift being sent. Generally speaking, many companies allow gifts between $100 - $300 USD, and they don’t count the shipping as part of the cost. Rest assured, when you’re ready to choose a gift for your banking professional, you’ll have a wide range of high-quality corporate gifts to send them. GiftBasketsOverseas.com got you covered!

 


Choose from 1000s of gift baskets, corporate and personal gifts to any banking or financial professional on your list, including:

 

  • Bankers: Show them you appreciate their partnership.
  • Bank Branch Managers: Thank them for great service.
  • Loan Officers: Express your appreciation for quick loan underwriting.
  • Financial Advisors and Portfolio Managers: Show your gratitude for portfolio growth.
  • Hedge Fund Managers: Appreciate their due diligence!


 

List of our VIP Clients in Banking & Finance Industry

Citigroup Logo   Fidelity Investments Logo Merrill Lynch logo Goldman Sachs logo

 

 

 

List of our VIP Clients in the Banking & Finance Industry

GiftBasketsOverseas.com proudly serves many companies in the Banking and Finance sectors, including Citigroup, Fidelity, Goldman Sachs, Meryll Lynch, UBS, CIBC, HSBC, Credit Suisse, RHB Bank, Wells Fargo and many others.

 

HSBC logo Wells Fargo Advisors logo UBS logo

 

Would you like to send a gift from a local bank or your overseas investment firm today?

Try our Gift Recommendation Wizard to choose the best gift to any of our 200+ serviced countries.

 

 

 

Here’s how our banking clients are using gifts to improve loyalty and build relationships:

  • Convert prospects to customers;
  • Thank your business clients for opening new accounts;
  • Appreciate a referral for a new client;
  • Send an apology gift for a service issue;
  • Appreciate year-round business with special birthday and holiday gifts.

 

 

Here are more great gifts sent by banking professionals and financial advisors:

 

Budget gifts from $49.95 USD to $99.95 USD:
Secret to Snacking Gift Basket Holiday Elegance Gift Basket Cheese Plate Perfection Gift Basket

 

 

 

V.I.P gifts from $199.95 USD to $499.95 USD:
Love in the Dark Gift Basket Sweet and Savory Japanese Whisky Gift Basket Embrace Love Gift Basket

 

 

 

You don’t have to tell us that competition is fierce in the banking industry. Whether you’re managing hedge funds, advising people about their investments, or underwriting loans, a necessary part of the job is finding – then keeping – clients. Stand out from the crowd at every step of your service with delightful gifts that your leads and customers are sure to remember. The savviest banking professionals know that the personal touch is what keeps your important clients coming back. Are you on the verge of landing a great deal, but the customer seems to need an extra push? Send a delicious gourmet gift with a personalized note. Maybe a customer has been with you for many years, but you think they might be looking for another provider? Remind them that they’re a priority with a thank you gift designed to make them smile. It’s a no-brainer that people love to feel appreciated. No matter where your VIP clients are, we’ll help you keep your name and brand on the top of their mind – all you have to do is be generous.

 

 

 

 

Do you have questions for our Corporate Gift Consultants?


Fill out the simple form below to tell us what you need or want. Most requests are handled within just a few hours. Rest assured, your information will never be shared; take a look at our privacy policy.



Our Corporate Gift Consultants are only a phone call away: US/Canada 1-888-673-2822 or Internaional: +1 (617) 938-3117

 

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