RM Nexus: Wealth Planning, Legacy & Protection
RM Nexus functions are designed and built for senior Asia-based Relationship Managers. Hosted in an informal, collegial and convivial environment, the RM Nexus functions are the way CPD/CPT point collection should be done! A blend of social networking, exclusive experiences, experiential learning and interesting product knowledge. RMs sharing and learning from other RMs, to create a peer-driven networking function.
The RM Nexus function is a unique cross-bank gathering, driven by the RMs themselves, of 80+ senior RMs (per location) who are interested in understanding more about HNW Insurance and the changing needs of Asian clients. A Unique Function:
- RM driven agenda, with RMs talking and sharing with fellow RMs
- Industry wide function, with participating delegations from each private bank
- All perspectives present: provider, broker, wealth planner and RM
- Fun and informal learning environment for RMs
- No conflicts of interest, or sacred cows, with Asian Private Banker as the independent host
The self-selected RMs who participate will all be interested in learning more about HNW Insurance and it’s increasing relevance and role in Asian client portfolios. Designed around the practical reality of an RM’s conversation with end clients, the day is designed by RMs for RMs to equip them with the knowledge, tips, hints, context and case studies on how to position HNW Insurance products with their end-clients.
|9:00am – 9:50am||Registration and Coffee|
|9:50am – 10:00am||Opening speech by Sebastian Enberg|
|10:00am – 10:40am||Leaders Conversation Panel 1
Time of uncertainty: the implications of CRS on Asia’s private banking industry.
|10:40am – 11:20am||Workshop 1
|11:20am – 11:50am||Networking coffee|
|11:50am – 12:30pm||Leaders Conversation Panel 2
Where do the opportunities lie in Asia’s largest intergenerational transfer of wealth?
|12:30pm – 1:30pm||Networking Luncheon|
For further information, please contact: [email protected].