Asian Wealth Solutions Forum 2019 - Highlights - Thomas von Rueti

Thomas von Rueti of Singlife

Nov 13, 2019

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1. What are the opportunities and challenges for this industry?

Video transcript

1. What are the opportunities and challenges for this industry?

To have a conversation around legacy planning provides a great opportunity for private bankers, because this is one of the best ways to know your client better. And if you can help clients to address one of their biggest challenges, which is “what happens once I'm gone”, the client will open up to you and this opens you much more opportunities for future business.

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