Research Report: Empowering the Relationship Manager – Their Role in the Future of Wealth Management in Asia

Empowering the Relationship Manager – Their Role in the Future of Wealth Management in Asia

Wealth Management in AsiaEconomic growth in Asia has been robust for the past two decades, and its wealth management market is likely to outpace other regions in the world, for the foreseeable future.

Ground-breaking new research by Hubbis, in partnership with Wealth Dynamix, features the views and observations of 175 wealth management specialists in Asia.

An industry first, this report examines the evolving role of the relationship manager, as wealth management firms of all types and sizes compete to serve the buoyant HNW and UHNW markets in the coming decade. It also investigates the role of technology as an enabler, supporting wealth managers in their quest to deliver more satisfying and profitable outcomes for both relationship managers and clients.

This new research report delivers in-depth insights into:

– The wealth management growth opportunity in Asia
– The competitive environment for wealth management providers in Asia
– The future challenges and opportunities for the relationship manager
– The adoption of Client Lifecycle Management (CLM) solutions in Asia
– The future role of the relationship manager: refining, enhancing and empowering

Download the research report to discover how relationship managers must evolve, and how wealth management executives can equip them to succeed amid a backdrop of increased competition and unprecedented change.

Complete the form to download the report

Access the resource
via the form below

Share

Share on email
Share on twitter
Share on linkedin
Wealth Dynamix delivers Client Lifecycle Management solutions to the world’s leading private banks and wealth and asset management firms.

READ OUR INSIGHTS

E-book: 6 Ways Wealth Managers Can Convert Interactions Into Trusted Client Relationships

23 June 2021

E-book: 6 Ways Wealth Managers Can Convert Interactions Into Trusted Client Relationships

Learn how wealth managers can leverage intelligent technology to build stronger relationships with clients and boost loyalty.

1 min. read

Research report: Managing the Client Lifecycle

1 June 2021

Research report: Managing the Client Lifecycle

Take a look under the bonnet to understand what wealth managers really think of life in the front office.

1 min. read

Webinar: Client Lifecycle Management for Wealth Managers: Transforming your technology & teams

13 May 2021

Webinar: Client Lifecycle Management for Wealth Managers: Transforming your technology & teams

Getting Client Lifecycle Management (CLM) right can be challenging… but it doesn’t have to be.

1 min. read

GET THE BROCHURE
Client Onboarding