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The premise for our Digital Dialogue discussion of September 2 is that 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. Experts and leaders in the wealth industry believe this will be true, even in the world of remote working practices and diminished face-to-face communication. In short, the wealth industry is future-focusing and the RM community for direct or ‘virtual’ communication, empowering them with the right strategies and the optimal digital tools and solutions so that they can deliver the best versions of themselves and the banks and firms they represent.

We all know that the client has become far more front and centre of the world of private banking and wealth management, and the experts will debate how the wealth industry can align itself with the needs of those clients and the ongoing quest for client-centricity and the objective of boosting RM engagement, and of arriving at and retaining the trusted advisor status, which is so central to revenues and longevity.

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 that. The September 2 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 their approach and strategies 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.

Sep 2

Empowering the Relationship Manager

3.00pm - 4.00pm HKT/SGT

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A community of leading organisations within Asian Wealth Management

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Senior figures in Asian Wealth Management are speaking at this event

Avishek Nandy

Bain & Company

Urs Lichtenberger

Credit Suisse Wealth Management

Neil Thomas

SIX

Alan Lim

Simon-Kucher Global Strategy Consultancy

Gabriel Chan

Wealth Dynamix

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Event Agenda
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  • 3.00pm

    Empowering the Relationship Manager

    • Where does the RM/Advisor fit into Asia’s wealth management market in the future?
    • Is the hybrid model the way forward for the upper segments of wealth in Asia?
    • What digital solutions are being introduced to enhance RMs skills, capabilities and productivity?
    • To be successful providers of wealth management expertise and services, what is true and valuable RM communication with the private clients and how has this evolved, and where is it heading?
    • What skills and expertise do the RMs/advisors need today to be effective and productive?
    • In the world of WFH and remote connectivity, how are the best RMs/advisors actually delivering and timing their recommendations and key information to their clients to ensure they are seen, heard and understood?
    • How can the emerging digital technologies help the RMs at the private banks and independent wealth management firms deliver an elevated and highly professional service to their clients?
    • What is hyper-personalisation in wealth management, and how can the RMs be empowered to deliver that?
    • How can the RMs and advisors become more tailored and efficient in their communication in the remote working environment, but also in the future when (hopefully) people return to offices, meetings, travel and so forth?
    • What solutions and tools are in the pipeline that will further enhance personalisation, relevance and higher quality advice?
    • How do we get training and professional development of the RM/advisor community right?

    Moderator

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Avishek Nandy

    Partner

    Bain & Company

    Urs Lichtenberger

    Managing Director - Head Client & Front Office Platform,

    Credit Suisse Wealth Management

    Neil Thomas

    Head Sales Asia Pacific

    SIX

    Gabriel Chan

    Head Asia Pacific

    Wealth Dynamix

  • 4.00pm

    Webinar Ends

Sep 2

Empowering the Relationship Manager

3.00pm - 4.00pm HKT/SGT

Speakers

Avishek Nandy

Bain & Company

Urs Lichtenberger

Credit Suisse Wealth Management

Neil Thomas

SIX

Alan Lim

Simon-Kucher Global Strategy Consultancy

Gabriel Chan

Wealth Dynamix

Sep 2

Empowering the Relationship Manager

3.00pm - 4.00pm HKT/SGT

Partners
Sep 2

Empowering the Relationship Manager

3.00pm - 4.00pm HKT/SGT