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What Top Wealth Managers Do During Weekends
Most Wealth Managers are self-driven, not because they are naturally so, but the role simply requires them to be so.
While many people spend their weekends relaxing, chilling out or going on a holiday, top Wealth Managers, especially at the beginning of their career, work incredibly hard.
Except if you already have the multi-millionaires or billionaire contacts, perhaps it is interesting to look at some of their activities:
The 2024 Investment Day
17th Oct Hong Kong | 7th Nov Singapore
Private Equity, Hedge Funds, Boutique Funds, Private Markets & more. Join 20+ CIOs & Senior investment team, with > 60% single family offices with $300 million AUM. Taking place on 17th Oct 2024 in Hong Kong, 7th Nov 2024 in Singapore. Every March, July, Sept, Oct & Nov.
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The 2024 Family Office Summit17th Oct Hong Kong St Regis | 7th Nov Singapore Amara Sanctuary Resort
Join 80 single family offices & family office professionals in Hong Kong & Singapore
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2024/2025 Institutional Investor Summit / Roundtable
March / Oct / Nov in Hong Kong & Singapore
Join CEOs, CIOs, Senior investment team from Sovereign Wealth Funds, Pension Funds, Endowments, Foundations & Charities in Hong Kong, Singapore & Asia-Pacific at the 2024 Institutional Investor Summit / Roundtable. Join as delegate, speaker, presenter, partner & sponsor.
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2024/2025 Investment / Alternatives Summit
March / Oct / Nov in Hong Kong & Singapore
Join leading asset managers, hedge funds, boutique funds, private equity, venture capital & real estate firms in Hong Kong, Singapore & Asia-Pacific at the Investment / Alternatives Summit. Join as delegate, speaker, presenter, partner & sponsor.
Visit | Register here
2024/2025 Private Wealth Summit
April / Oct / Nov in Hong Kong & Singapore
Join CEOs, CIOs, Head of Private Banking, Head of Family Offices & Product Heads at The Private Wealth Summit. Join as delegate, speaker, presenter, partner & sponsor.
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No.1 Networking
Private Banking Event
Starting out is tough, especially if you join a financial institution or firm without a ready portfolio or client base.
Many work their way through in the initial years networking a lot, weekdays and weekends. Over the years, it does become more interesting doing networking as their client base had grown, thus having less pressure on why they are networking.
No. 2 Roadshows
Affluent Clients
Since everyone is busy working on weekdays, what better time to prospect for new clients – the weekends.
Banks, Brokerages, Independent FAs, Insurance Co. and even sometimes Fund Management firms organise their conferences, events and roadshows during the weekend to get to their target clients.
No. 3 Cold Calls
Personal Banker Working Hard
It is a competitive market. If you have $10 Million assets, you have no lack of advisors chasing after you.
Many Top Wealth Managers are so good at making conversations and calling people today, because they started out their career doing cold-calling. They leave nothing to chance, not awaiting a warm lead to turn into a client. They continue to build their database, and take the opportunity at any time, to do random calling. And since weekends is a lot less busy for anyone to pick up a call, they call during weekends.
No. 4 Administrative Work
Credit Ratings
Getting organized is important. Keeping clients database and potential meetings and sales opportunity is as important. Top Wealth Managers spend their time during weekends doing their administration. They are always organised for success. Since financial work is already tedious, being meticulous and having minimal errors allow them to focus on relationship building, getting new clients and obviously a bigger pay check.
No. 5 Learning
Investment Conference
While being good at talking gets something going, top Wealth Managers dedicate a lot time to learning.
They know they have to differentiate themselves, not only by delivering quality services, but also by building top-notched advisory knowledge that value-add to the advisory process, that truly makes a distinctive difference to clients.
No. 6 Reading
CEO of Private Banking
Top Wealth Managers seems to be so good and smooth at doing everything because they not only learn a lot, but they read alot. From sales to financial knowledge, and to just about every little trivial matter …. … just so that they can connect to everyone.
No. 7 Courses
Private Banking Management Associate
And of course, not forgetting they believe in learning by investing heavily into quality courses.
No. 8 Movies
Priority Banker
It’s not all work and no play, they watch tons of movies too – Financial Movies.
Managing $20 million to $3 billion. Investing $3 million to $300 million.
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2025 Upcoming Events
> The 2025 Investment Day Hong Kong – March / July / Sept / Nov
> The 2025 Investment Day Singapore – March / July / Sept / Nov
> The 2025 Investment / Alternatives Summit Hong Kong – April / Oct
> The 2025 Investment / Alternatives Summit Singapore – April / Oct
> The 2025 Family Office Summit Hong Kong – April / Oct
> The 2025 Family Office Summit Singapore – April / Nov
> The 2025 Private Wealth Summit Hong Kong – TBC
> The 2025 Private Wealth Summit Singapore – TBC
2024 June / July Report Release:
> Asset Management Report 2024
> Family Office Report 2024
> UHNW Wealth Report 2024
> Top 50 Southeast Asia Companies Report 2024
> China & Hong Kong IPO Report 2024
> Hong Kong SFC Financial Industry Report 2024
> Private Capital / Equity Fund Managers IRR & Bonuses Report 2024
> Sports Report 2024
