Join us for an
insightful panel discussion where we discuss all things related to client
acquisition strategies and advisory for wealth managers and private bankers!
This session is for those who are looking forward to increase their client base
and learn how they can do it effectively in the post pandemic environment. Get
ready for some action-packed learning with us!
Moderated by Carl
Thong, managing director of momenta Group, with inextinguishable passion to
help organization perform though enhancing the capabilities of people, with
decades of deep insights into the financial services industry.
Theme / Key Take-Aways Learning Objectives: