RMs in Asia often see clients as belonging to them, rather than to their employers: Wealth Dynamix

18 June 2020 | 3 minutes read

Many relationship managers (RMs) in Asia consider that they, rather than the banks they work for, own the clients. RMs allocate way too much time on face-to-face meetings with clients and too little time on upgrading their skills. These are two findings from a research report based on a survey of 175 wealth management experts. Titled “Empowering the Relationship Manager: Their Role…

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