Australian Private Client Services Workshop

 Sydney

 
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    Retail Deposits Conference 2010
    RFi presents:
    Australian Private Wealth Leaders   Workshop

               

    About the Workshop

    The concept and content of the 2015 Workshop was developed in collaboration with members of RFi Group’s Australian Private Banking Council - made up of the largest and most established private banks in the region, who each hold exceptional portfolios of HNW and UHNW offerings. During the day discussions took place pressing issues raised by members including;

    - The latest Australian research
    - International best practice in client service and operational alignment
    - The importance of organisational alignment across service and advice divisions
    - Dissecting client segments and intergenerational wealth transfer
    - On boarding deep dive, perfecting the on boarding process within private banking and wealth management

    The half day workshop finished with a working lunch presentation on executive service expectations in the travel and airline industry.


    All events on this website are organised by Retail Finance Intelligence (ABN 64 121 015 192) view our legal policies.

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