WAM Pilot Programme

High Net Worth Individuals – Do’s & Don’ts regarding cross-border transactions

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

The content covered in this course includes:

  • 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
Development