內地最新動態 單元六：內地高淨值客戶財富管理市場： 香港金融保險從業員的機遇
Mainland Latest Dynamics Module 6: Mainland Wealth Management Market on High Net Worth Clients: Opportunities for HK’s Financial and Insurance Practitioners
This course enhances attendees' knowledge and expertise in the wealth management ecology in Mainland China. Participants gain insights into the market trends and client preferences so as to build successful partnerships, enabling them to capture the vast potential of Mainland China's wealth management market.
1. Introduction to the Mainland Private Wealth Market
2. Wealth Accumulation and Distribution in Mainland
3. Investment Trends and Opportunities
4. Risk and Demand from Diverse Customers
5. Customer Segmentation in Mainland
6. Wealth Management Strategies in Mainland
7. Future Outlook and Emerging Trends
8. Insights for HK’s Financial and Insurance Practitioners
Enrollment
Please use the attached enrollment form and follow the “Notes for Applicants” in the form to apply for courses.
All places are allocated on a first-come-first-served basis. Incomplete forms and forms received without payment will be regarded as unsuccessful applications.
Deadline for Application
7 working days (Exclusive of Saturdays) prior to class commencement date.
Notification of Class Commencement
Successful applicants will be notified of the class information by the contact method specified on the enrollment form at least 3 working days before class commencement. PEAK will not be responsible for the loss of class notification sent by mail. Please contact us if you do not receive the notification before the class commencement (Tel.: 2836 1906).
