Regulation, competency, investment performance, suitability, compensation, training and professionalism are among the many fundamental aspects of the Asian wealth management and private banking industry which are under scrutiny. At the same time, what clients now value from their banking relationships seems to have changed for good - and will continue to evolve.
This all requires a significant shift in mindset from wealth managers if they want to stay relevant.
This book provides detailed insights into the tools and skills you need if you want to become more effective and productive – and ultimately survive – in today’s landscape.
Each chapter takes you through the various stages of the selling and relationship-building processes. The content offers a roadmap for breaking free of some of the practices of the past – to enable you to think more strategically and proactively about new and existing client relationships.
Only by adapting and implementing new techniques and knowledge can you expect to be a successful adviser with profitable and sustainable client relationships.
These books are available at USD 20 per copy. For more information on purchasing one or multiple copies, please email firstname.lastname@example.org.
Find out more about our online training platform – click here for details: http://www.hubbis.com/learning.php
And access information on our sales training capabilities here: http://www.hubbis.com/hubbistrainingsolutions.php