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The premise for our Digital Dialogue discussion of March 2 is that the relationship manager (RM) will continue to be central to the delivery of enhanced capabilities and solutions in the Asian wealth management industry, particularly for the robust HNW and UHNW segments. In short, the wealth industry is future-focusing and the RM community for direct or ‘virtual’ communication, empowering them with the right strategies and the optimal digital tools and solutions so that they can deliver the best versions of themselves and the banks and firms they represent.
We all know that the client has become far more front and centre of the world of private banking and wealth management, and the experts will debate how the wealth industry can employ digital solutions and optimal strategies to better align with the needs of those clients and the ongoing quest for client-centricity and the objective of boosting RM engagement, and of arriving at and retaining the trusted advisor status, which is so central to future revenues and longevity.
While Asia’s economic growth and private wealth creation has been truly remarkable for the past two decades, the wealth management market has in some respects lagged behind its counterparts, for example, in the far more mature markets of Europe. Boosting the capabilities of the RM is a crucial element in upgrading capabilities and productivity for the private banks and the independent wealth management sector, as they fight increasingly tough and smart to retain and boost their share of the buoyant HNW and UHNW markets.
There are many ways in which the relationship manager can be re-invented in the decade ahead, and many steps are already being undertaken to achieve precisely that. The March 2 discussion will aim to analyse how the RM’s day has thus far been structured, how much of that day is essentially dedicated to non-productive administrative and compliance tasks, and what tools and technologies the RM can be provided with to make them more efficient, more productive and most importantly more client-centric. They will discuss what the RM’s cockpit or workstation should look like and what it should comprise. They will consider how the top management of the banks and WM firms must adapt their approach and strategies to the mission to empower the RM, and how the RMs themselves must evolve in order to improve outcomes for their clients and to enhance their share of client wallet, as well as their professional satisfaction and career longevity.
The Future of the Advisor & Relationship Manager – Digitally...
3.00pm - 4.00pm HKT/SGT

A community of leading organisations within Asian Wealth Management

Senior figures in Asian Wealth Management are speaking at this event

Marcy Kohchet-Chua
ATRAM

Nicole Bodack
Accenture

Sougata Deb
DBS Bank

Damien Piper
InvestCloud

Sivasankar Elambooranan
Kristal.AI

Victor Wongsonegoro
additiv
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4.00pm
The Future of the Advisor & Relationship Manager – Digitally Enhanced and Empowered
- Where does the RM/Advisor fit into Asia’s wealth management market in the future?
- Is the hybrid model the way forward for the upper segments of wealth in Asia?
- What digital solutions are being introduced to enhance RMs skills, capabilities and productivity? What is in the pipeline?
- What skills and expertise do the RMs/advisors need today to be effective and productive, and how can digital tools help advance these skills?
- How do the best RMs/advisors actually deliver and time their recommendations and key information to their clients to ensure they are seen, heard and understood?
- Where do AI, ML and advanced data analytics fit in?
- What is hyper-personalisation in wealth management, and how can the RMs be empowered to deliver that?
- What solutions and tools are in the pipeline that will further enhance personalisation, relevance and higher-quality advice?
- How do we get training and professional development of the RM/advisor community right?
Moderator
Speakers
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5.00pm
Webinar Ends
The Future of the Advisor & Relationship Manager – Digitally...
3.00pm - 4.00pm HKT/SGT


Marcy Kohchet-Chua
ATRAM

Nicole Bodack
Accenture

Sougata Deb
DBS Bank

Damien Piper
InvestCloud

Sivasankar Elambooranan
Kristal.AI

Victor Wongsonegoro
additiv
The Future of the Advisor & Relationship Manager – Digitally...
3.00pm - 4.00pm HKT/SGT

The Future of the Advisor & Relationship Manager – Digitally...
3.00pm - 4.00pm HKT/SGT