• Overview

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:

  • Insights on client acquisition and advising, through the eyes of our guest panelist (industry experts from the financial service). 
  • Learn the strategies for wealth manager and private bankers to adapt and engage with clients more effectively.
  • Determine prospect's digital footprint and making meaningful conversations and financial advice.
  • Learn the importance of building your digital persona and digital profile as a banker.


Event Details

Date:1 June 2022
Time:3.30pm - 5.00pm 
Venue:Zoom Webinar
     CPD Hours:Attendees will be awarded 1.5 hour (non-core) CPD 
Fees:The ​Session is free of charge

Note

  • Certificate of Attendance (COA) are issued based on participants' attendance records on Zoom. For participants who dial into the session via telephone, please provide the number you dialed in with to events@ibf.org.sg for verification. 
  • By registering for the event, you agree and consent to IBF's Privacy Policy.
  • The full Terms & Conditions can be found here.

Contact

Event Secretariat

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E: events@ibf.org