We were delighted to host our second Building the Skills You Need for Success in Wealth Management Forum 2015 - held in Singapore in September.
Around 130 people attended – including individuals in client-facing roles at Private Banks, Retail Banks, IFAs, Independent Wealth Management Firms, and Insurance Companies.
Many thanks again to those people who participated in and attended the event, and especially to our exclusive partner, Leonteq Securities. Thank you for your support.
We designed the agenda to answer key questions such as: how can you be more effective? How can you use your time better? How can you create more impact? How can you find new clients? How can you get more business from existing clients? How can you get referrals? And how can you build sustainable and profitable relationships with your clients.
This was achieved via presentations, case studies and panel discussion – looking at the essential skills and knowledge to become successful in building profitable and sustainable relationships in wealth management today.
This event was designed for anyone looking to build their personal offering and proposition, or to protect and grow existing client books.
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View ProfileThe Westin Singapore
12 Marina View
Asia Square Tower
Singapore
The Westin Singapore
12 Marina View
Asia Square Tower
Singapore
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