高淨值人士-關於跨境交易的注意事項

高淨值人士-關於跨境交易的注意事項

Overview

財務顧問和客戶服務經理很希望擁有及吸引高淨值人士成為旗下的客戶。你需要表現出對高淨值人士市場(特別是中國大陸)有一定程度的理解及認識。本課程亦會包括與高淨值人士交流上需要注意的事項。

Content

1. 高淨值客戶的市場分析 (重點關注中國大陸)
2. 高淨值客戶的調查及統計(重點關注中國大陸)
3. 中港跨境實務指南 (重點關注中國大陸)

Financial Incentive Scheme of the WAM Pilot Programme

This is one of the eligible courses under the Financial Incentive Scheme (“The Scheme”) of the WAM Pilot Programme.

In-service practitioners of the financial services industry will be eligible for the Scheme. They will be reimbursed 80% of the course fees, subject to a maximum of HK$7,000 (whichever is the lower) upon satisfactory completion of a course or seminar over the three-year period of the Scheme.

Each individual may apply for reimbursement for more than one course / seminar.

Application to reimburse the course fees, together with the required documents, must be submitted within four months from the last day of the course attended.

Please refer to the WAM Pilot Programme website for more details.

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.

Details

Code
TPPWM18003203
Date & Time
Wednesday, 15 Aug 2018 (6:30PM - 9:30PM)
Venue
HKSI Institute Training Centre
Language
Cantonese
Level
Advanced
Hours
SFC:3.0, PWMA:3.0, IA/OCI:3.0