The premise for our Digital Dialogue discussion of July 9 is that in more normalised times, the relationship manager (RM) will continue to be central to the delivery of the enhanced capabilities and solutions in the Asian wealth management industry, particularly for the robust HNW and UHNW segments.
There are many ways in which the relationship manager can be re-invented in the decade ahead, and many steps are already being undertaken to achieve precisely. The July 9 discussion will aim to analyse how the RM’s day has thus far been structured, how much of that day is essentially dedicated to non-productive administrative and compliance tasks, what tools and technologies the RM can be provided with to make them more efficient, more productive and most importantly more client-centric, what the RM’s workstation should look like and what it should comprise, how the top management of the banks and WM firms must adapt to the mission to empower the RM, and how the RMs themselves must evolve in order to improve outcomes for their clients and to enhance their share of client wallet, as well as their professional satisfaction and career longevity.
The discussion will, therefore, strive to paint a clear picture of how in the decade ahead, the RM can be enhanced and empowered to the betterment of themselves, their clients and the banks and firms they work for.
While Asia’s economic growth and private wealth creation has been truly remarkable for the past two decades, the wealth management market has in some respects lagged behind its counterparts, for example in the far more mature markets of Europe. Boosting the capabilities of the RM is a crucial element in upgrading capabilities and productivity for the private banks and the independent wealth management sector, as they are fight increasingly tough and smart to retain and boost their share of the buoyant HNW and UHNW markets.
The premise for the RM staying in the front line of the WM market in Asia for these upper segments was emphatically confirmed from the evidence explicit and implicit throughout the replies from the 175 wealth management experts Hubbis canvassed in a research report we published recently titled: Empowering the Relationship Manager – Their Role in the Future of Asian Wealth Management.
We look forward to you joining us for this vital dialogue on July 9.
A community of leading organisations within Asian Wealth Management
Senior figures in Asian Wealth Management are speaking at this event
Bordier & Cie
Panel discussion - The Vital Future of the Relationship Manager in Asia
- Do we really understand how important an RM is today?
- Breakdown of a RMs day – how can you structure your time better?
- How do we get training and professional development right?
- How can RMs be more efficient?
- What does client centric really mean? Do we have enough time for clients?
- Do RMs have the right tools to get the job done?
- What does the perfect business model look like?
- How can technology help? How can it help manage the RMs day?
- What is an RM workstation and how can this make a difference?
- How can you guide the RM without disempowering them?
Founder & Chief Executive Officer
Head of Asia Pacific
Wealth DynamixEvrard Bordier
CEO and Managing Partner
Bordier & CieMark Wightman
Asia-Pacific Wealth & Asset Management Advisory Leader
Head of Private Banking, Asia
Bordier & Cie