Client Acquisition Strategies: China’s Ultra High Networth

This 2-day training is designed to equip participants with the required client acquisition knowledge and skillsets to effectively penetrate China’s ultra high networth (UHNW) segment

The program is specifically designed to provide the learners with the knowledge/competency through practical application with these outcomes:

• Understand UHNW segment of China within its cultural and financial landscape
• Identify the financial goals, expectations and challenges of the China’s UHNW
• Analyze the financial goals & asset allocation of a new generation of millionaires
• Understand the PRC’s banking, financial planning and wealth management services
• Understand wealth management strategies for this customer segment using a global perspective approach
• Competency to integrate personal financial goals with the corporate finance strategies
• Devise interactive and consultative communication strategies to target China’s UHNW
• Understand the rules and requirements of China financial market services
• Know the contents, costs, controls, returns of a UHNW acquisition program

Eligibility	Self or Employer sponsored, RNF preferred under FAA or SFA, or has potential direct business dealing with Mainland Chinese clients
Course Code	TGS-2022602073
Duration (in hour / minute)	Classroom Facilitated Training – 14.5 hrs Assessment – 0.5 hrs TOTAL hrs – 15 hrs
Assessment Modes	MCQs
Duration (in day; up to 8 to 9 hours per day)	Total Classroom hrs = 15 hrs
Funding Type	IBF