[Webinar] Selling ESG Products to Private Bank Clients

[Webinar] Selling ESG Products to Private Bank Clients

New Seminar

Overview

Private banking client’s appetite for ESG products is increasing – along with their expectations. To seize this opportunity, Private Banks will need to adapt their offering while addressing regulators concerns such as greenwashing and mis-selling risks.

Objective

By the end of this webinar, participants will:

1. Gain an overview of the ESG products and related trends.
2. Be presented with some challenges arising from ESG (consistency of products, sales practices) and how best to address them.

Content

Opportunity and challenges of developing a purpose driven ESG experience in Private Banking:

1. Growing demand for ESG product across HNW
2. How to offer appealing and suitable solutions: Consistency, range and depth of offering, product due diligence
3. Enhancement to the sales process for ESG considerations (suitability)
4. Organizational and operational considerations

Who should attend

Private Banks and Wealth Manager Investment Advisor, Relationship Manager, Product Specialist, and risk and compliance function

Financial Incentive Scheme of the WAM Pilot Programme

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

Eligible in-service practitioners of the financial services industry could apply for a reimbursement up to 80% of the course / seminar fees, or a maximum of HK$10,000 per person throughout the period of 1 October 2016 to 31 March 2023 upon satisfactory completion.

Each individual may apply for reimbursement for more than one course / seminar subject to a maximum of HK$10,000 but each course / seminar can only be reimbursed once.

The duly signed application form together with the FIVE supporting documents must be submitted within FOUR months from the last day of the course / seminar attended. Please refer to the WAM Pilot Programme website for more details.

Speaker/Course Instructor

Arnaud LAGARDE
Arnaud is a Senior Manager at PwC Hong Kong with over 20 years of significant experience in Financial Services. As part of the Risk and Regulation team at PwC, he has worked with some of the largest Private Banking institutions and related industry associations, with a focus on sales practices, disclosures and suitability challenges. Over the last 2 years, he has focused on environmental, social and governance (ESG) integration financial institutions.

Details

Code
TSTAW20000801
Date & Time
Tuesday, 22 Sep 2020 (12:20PM - 1:20PM)
Venue
Virtual Platform
Language
English
Level
Intermediate
Hours
SFC:1.00, PWMA:1.00

Please note: This webinar will be delivered via WebEx.  To qualify for CPT/OPT hours, participants are required to attend the full webinar.

You may want to check if WebEx works on your device prior to enrolment, click HERE to test.