Marketing Financial Services & Investment Solutions to High Net Worth Individuals Workshop (HNW2)

Venue: Sheraton Towers

Location: Singapore, Singapore

Event Date/Time: Jul 21, 2008 End Date/Time: Jul 22, 2008
Early Registration Date: Jun 18, 2008
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Description

The arising mass affluent and high net worth market is growing rapidly throughout Asia. Emerging markets like Singapore, China and India are experiencing rapid growth in both their number of wealthy and the value of their wealth. Domestic and global banks together with specialist investment firms are aggressively pursuing these clients – a segment whose individual customer lifetime value can equate to hundreds of thousands of dollars per client!

Attend this event to learn HOW TO:
• Source for client relationship managers – getting the right talent
• Build the client service model and client service team
• Create the right frameworks and rewards that will motivate and retain key staff
• Develop the talent – getting the right balance between sales, technical and compliance training
• Identify and source for affluent and HNW clients
• Overcome the firm’s “stove pipe” organisational structure: How to marshal firm – wide support that recognises and rewards cross selling and up-selling
• Implement fee models that balance requirements for immediate revenue with longer term using customer lifetime value analysis
• Develop and maintain a competitive advantage
• Seize opportunities in Islamic Finance and Investment

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