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While Asia’s economic growth and private wealth creation have been truly remarkable for the past two decades - even since the pandemic hit - the wealth management market still somewhat lags behind the more mature markets of Europe. One of the key areas for improvement in Asia’s wealth industry centres on the capabilities and skills of the relationship manager (RM). Wealth industry leaders see it as a crucial element to upgrade RM capabilities and productivity as they strive to retain and boost their share of the robust HNW and UHNW markets.

We all know that the client has become far more front and centre of the world of private banking and wealth management, but to deliver client-centricity and a more holistic wealth management offering, the RMs need to be smarter and more professional than ever to win and retain trusted advisor status, which is so central to revenue generation and career longevity

The premise for our Digital Dialogue discussion of July 28 is therefore that as the (RM) will continue to be central to the delivery of the enhanced capabilities and solutions in the Asian wealth management industry, particularly for the HNW and UHNW segments, the RMs need the right digital tools, the right management support, and the right levels of expertise to be able to deliver tomorrow’s wealth management proposition to their increasingly demanding private clients.

In short, the wealth industry is making great efforts to future-focus the RM talent pool, and to support them holistically so that they can deliver the best versions of themselves and the banks and firms they represent. Our panel of experts will debate the various ways in which the RMs can 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.

Jul 28

Enhancing the Efficiency of 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

Oliver Balmelli

EFG Bank

Bhaskar Vijay Singh

EY

Dr. Nick Xiao

Hywin International

Gabriel Chan

Wealth Dynamix

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Event Agenda
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  • 15.00pm

    Enhancing the Efficiency of the RM

    • Why can’t the industry do a better job in enhancing the economics for this business?
    • Is the talent in this industry becoming prehistoric? What must the industry do to drive younger bankers to join?
    • How do you reinvigorate the RM?
    • Where does the panel think 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?
    • What skills and expertise do the RMs/advisors need to be effective and productive today and for the future generations of private clients?
    • How do RMs leverage the many resources of their banks and firms to help with their delivery of products and advice to their clients?
    • What is genuine personalisation in wealth management, and how can the RMs be empowered to deliver that?
    • How do RMs balance EQ and IQ in their relationships with clients, to ensure that they are delivered the right combination of information and detail?
    • How do we advance the training and professional development of the RM/advisor community?

    Moderator

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Bhaskar Vijay Singh

    Director - Financial Services Consulting

    EY

    Gabriel Chan

    Head Asia Pacific

    Wealth Dynamix

    Dr. Nick Xiao

    Chief Executive Officer

    Hywin International

    Oliver Balmelli

    Deputy Chief Executive Officer & Head Private Banking - Singapore

    EFG Bank

  • 16.00pm

    Webinar Ends

Jul 28

Enhancing the Efficiency of the Relationship Manager

3.00pm - 4.00pm HKT/SGT

Speakers

Oliver Balmelli

EFG Bank

Bhaskar Vijay Singh

EY

Dr. Nick Xiao

Hywin International

Gabriel Chan

Wealth Dynamix

Jul 28

Enhancing the Efficiency of the Relationship Manager

3.00pm - 4.00pm HKT/SGT

Partners
Jul 28

Enhancing the Efficiency of the Relationship Manager

3.00pm - 4.00pm HKT/SGT