Wealth Management Outlook 2021:
Post-Pandemic Economic Awakening and Consumer Behavior

Pandemi Covid-19 tidak sertamerta membuat bisnis wealth management perbankan tertekan. Dana kelolaan nasabah kaya itu atau asset under management (AUM) masih mengalami peningkatan. Pandemi Covid-19 memang membuat tingkat konsumsiu masyarakat menurun sehingga dana-dana yang mereka pun ya banyak ditempat kanpadain strumeninvestasi dengan risiko yang lebih rendah, seperti deposito, obligasi, reksadana, dana suransi jiwa.
Catatan Info bank, bank-bank BUKU 3 dan 4 masih menoreh kanpertumbuhan positif pada bisnis wealth management, meski mengalami perlambatan akibat keterbatasan pemasaran produk kepada nasabah. Lantas, bagaimana potensi bisnis wealth management paska-Pandemi Covid-19? Produk investasi apa saja yang layak dibidik? Adakah perubahan perilaku para nasabah kaya ini?
Info bank Institute membahasnya dalam Webinar Sharing Session: “Wealth Management Outlook 2021: Post-Pandemic Economic Awakening and Consumer Behavior”.

Overview

Tujuan Pelatihan

• Wealth Management Business Division

Target Peserta

Session 1 (Introduction, Trends & Opportunities)
• Global Trends in Wealth Management: Taking Into Account Fiduciary Needs Also)
• Latest Trends in Portfolio Management for Fund Managers
•Advisory in Finance and Banking: How Asset Managers and Advisors can Embrace Technology, and Why?
• Business Risk and Opportunities

Session 2 (Live Demo Session from Lumiq)
• Portfolio Management: The Asset Allocation Segment
• Risk Analysis: The Optimisation and Dashboard Segment
• Product Selection
• Business Monitoring
• Cashflow Projection Based on Goals for Premium Clients

Materi

Instruktur

Metode Pelatihan

Mobile : TICKY
e-mail : ticky.infobank@gmail.com

Contact Person