Penetrating into the High Networth Segment and Be An Effective Trusted Financial Advisor (18 and 25 August 2015)

Penetrating into the High Networth Segment and Be An Effective Trusted Financial Advisor

Asia-Pacific continues to lead the way in global High Networth Individual (“HNWI”) population and wealth expansion, and is expected to surpass North America as the region with the highest HNWI population and HNWI wealth by 2016, and will continue to lead global HNWI growth through 2020. Life insurance has become an integral part of wealth management and wealth planning for High Networth (“HNW”) clients in Asia since early 2000. Distribution channels include private banks, independent financial advisors, insurance brokers and insurance agents who focus on HNW.

Empirical research shows that insurance products are becoming more well-received by the new HNWIs. Asia-Pacific (excl. Japan) HNWIs are more inclined to seek professional financial advice, and prefer to interact with multiple experts. Apart from having an appetite for more advice, they are also more willing to pay for customized services when compared to HNWIs in the rest of the world. While the business is lucrative and with high potential, however, every HNWI has different needs and is becoming more demanding and sophisticated and requiring trusted advisory services.

This Program consists of two parts. The first part covers the structure of popular insurance products, business trend and legal / regulatory environment in the insurance business in Hong Kong. The second part shares indepth strategy, techniques and tactics on dealing with HNW clients and ways to tap into their real “needs”. It will give participants opportunities to practise what they have learned in class and to receive instant feedback from our experienced trainers.

Module 1 – Wealth Planning and Insurance Products for High Networth Segment
Date: 18 August 2015 (Tuesday)
Time: 7:00 – 10:00 pm
Venue: The University of Hong Kong, Pokfulam Road, Hong Kong
Facilitators: Selwyn Au Yeung / Charles Lam
Medium of Instruction: Cantonese (with training materials in English)

Module 2 – Effective Selling and Successfully Managing the High Networth Clients
Date: 25 August 2015 (Tuesday)
Time: 7:00 – 10:00 pm
Venue: The University of Hong Kong, Pokfulam Road, Hong Kong
Facilitators: Charles Lam / Selwyn Au Yeung
Medium of Instruction: Cantonese (with training materials in English)

Fee: HK$1,800 per module (Early Bird Fee – for application made on or before 24 July 2015: HK$1,600 per module)

Please see Flyer (included application form) for more details of the Programme.