Building the Skills You Need for Success in Wealth Management 2015
8.40am
Registration
9.00am
Welcome Address
Chief Executive Officer and Managing Director, Asia
Leonteq Securities
9.05am
Keynote Presentation
Find your conscience and avoid the mob
Chief Executive Officer
AL Wealth Partners
“Trust” is a word commonly used in the industry as the key to building relationships with clients. It is used so widely as if it is a purpose or goal desired for its own sake, or as a tool in client-servicing. However, young professionals in wealth management often find themselves caught in the dilemma of upholding the trust they were given but frequently breaching it by taking the easy route in order to meet targets. In this presentation, Anthonia discusses why the wealth management industry is accused of lacking a “conscience”, a pre-requisite to succeed in any career, by addressing the following key questions:
9.35am
Panel Discussion
Setting the table
Chair
Chief Executive Officer & Founder
Hubbis
Panel Members
Nick Pollard
Head of International Learning and Development
Coutts
Jamie McNish
Chief Sales Officer
Zurich Global Life Singapore
Matthew Dabbs
Chief Executive Officer
AAM Advisory
Vish Jain
Partner, Transaction Advisory Services
Ernst & Young
Steven Ong
Chief Executive Officer
Financial Planning Association of Singapore
Andrew Chow
Partner, Financial Services Regulatory
WongPartnership
Kees Stoute
Managing Director
Hubbis
10.25am
Presentation
How can you help your clients to enjoy being rich?
Managing Director
Hubbis
10.45am
Refreshments & Networking
11.10am
Presentation
Lies, damned lies, and statistics!
Head of Learning Solutions
Hubbis
11.40am
Presentation
Storytelling for leadership
Damien Ryan
Managing Director
Ryan Communication
12.10pm
Presentation
Standing out from the crowd
Chief Executive Officer & Founder
Hubbis
The most successful advisers are those who can demonstrate trust and integrity, built over long periods of time. How can you do that?
12.40pm
Lunch
1.30pm
Panel Discussion
How can you have more effective conversations with your clients around investments?
Chair
Chief Executive Officer & Founder
Hubbis
Panel Members
Chief Executive Officer and Managing Director, Asia
Leonteq Securities
Chris Faddy
Managing Director, Head of Distribution, Managed Investments, Asia Pacific
Managing Partner
Swiss Asia
Managing Director, Asia
M&G Investments
2.10pm
Presentation
Building your skills for success
Founder and Director
Skillfox
2.40pm
Presentation
Continuing professional development - how to really make it work for you
General Manager
Hubbis
3.10pm
Refreshments & Networking
3.35pm
Presentation
The art of presenting
Editor
Hubbis
4.05pm
Presentation
Don't forget to sell! The competencies and behaviours needed to facilitate client buying decisions
Head of Learning Solutions
Hubbis
4.35pm
Panel Discussion
How can you really help a Family today?
Chair
Managing Director
Hubbis
Panel Members
Lee Wong
Head of Wealth Planning, South Asia and Global NRI
Coutts
Terry Alan Farris
Head, Family Governance & Philanthropic Services
Taurus Wealth
Yash Mishra
Managing Director, Head, Private Clients
Taurus Wealth
Chief Executive Officer & Founder
Hubbis
5.05pm
Forum Ends
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