With the expansion of High Net Worth (HNW) market in Singapore, many financial institutions are keeping up with their product offerings to fulfil the HNW clients’ financial planning needs.
DurationWith the expansion of High Net Worth (HNW) market in Singapore, many financial institutions are keeping up with their product offerings to fulfil the HNW clients’ financial planning needs.
Financial Services Consultant’s client conversation has gone beyond individual’s child education planning, protection, savings and retirement planning. We need to equip ourselves with estate planning, succession planning, wealth planning and other wealth management product knowledge; as well as how to conduct such conversation especially with the HNW/UHNW clients.
In this 1 day programme, we will start the wealth management landscape in Singapore and in Asia, who are the key stakeholders and players in the wealth management industry and how do these stakeholders work together.
Learning about HNW and UHNW clients and their family structure and culture are essential for financial services consultants when conducting wealth planning conversation. Then, we will also go through some of the essential wealth planning products and strategies, and how these strategies could help our HNW/UHNW clients.
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Asset and Wealth Management course is offered by Capital City Training & Consulting. Capital City Training Ltd is a leading provider of financial courses and management development training programmes, servicing the banking, asset management, and broader financial services.
Acquire a clear understanding of higher complexity investment products and strategies. Have an in-depth and practical knowledge on the characteristics, benefits and risks, limitations, obligations, and conditions of such products and strategies.
As part of your role in revenue generation, you don’t just have to sell, you also have to negotiate. In this ‘The Investment Negotiator: Skills for Those On the Sell Side’ course you will learn how to trade, use data effectively, make a great start and to effectively deal with deadlock.
The programme will explore the Singapore’s regulatory and legal frameworks that govern the Financial Advisory practices in Singapore pertaining to Customer Due Diligence and Balanced Scorecard (BSC).
This module empowers participants to create well-balanced retirement portfolios and uncover opportunities for cross-selling within a client’s existing investment framework.
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