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

概要

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。

內容

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)

導師/講者

馬偉國
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 is 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.

詳情

活動編號
TPPWM18003201
日期及時間
2018年4月30日, 星期一 (6:30下午 - 9:30下午)
地點
香港證券及投資學會培訓中心
語言
廣東話
級別
Advanced
課程時數
SFC:3.00, PWMA:3.00, IA:3.00