High Net Worth Individuals - How to Smartly Tap on the Business Opportunities?

High Net Worth Individuals - How to Smartly Tap on the Business Opportunities?



High Net Worth Individuals (HNWIs) are attractive to financial advisors and relationship managers. At the same time, it is challenging to attract / keep / retain HNWIs as your clients. Therefore, it is important to demonstrate that you understand the HNWI markets, have your insights and alert of the dos and don’ts in dealing with HNWIs.


By the end of the course, the participants will be able to:
- Describe the overview of the HNWIs, focus on the Mainland China
- Share the recent statistics and insights on the development of HNWI markets with clients projecting a professional image
- Watch out the dos and don’ts when they are dealing with HNWIs in Mainland China, especially regarding cross-border business solicitation


- Overview of HNWI markets, focus on the Mainland China
- Recent surveys / statistics and insights of the HNWI markets, focus on the Mainland China
- Practical guide on cross-border business solicitation, focus on the Mainland China

Who should attend

This course is suitable for private wealth management advisors, financial advisors, customer relationship managers.

Speaker/Course Instructor

MA Wai Kwok Alvin
Mr Ma has been involved in the wealth management & investment banking field for over 35 years. He received his Master of Science in Accounting and Finance from the Oklahoma State University, U.S.A. Alvin was Head of Private Banking of a global private bank responsible for HK, Macau & PRC wealth management business development and marketing. He also has held various senior positions in major international and mainland Chinese banks prior to the current role.

Alvin has extensive training experience and is one of the Certified Private Wealth Professional (CPWP) Module 1 trainer.


Date & Time
Wednesday, 6 Dec 2017 (6:30PM - 9:30PM)
HKSI Institute Training Centre
SFC:3.0, PWMA:3.0