8 Reasons Why Dual Currency Can Help to Build a Strong Relationship With Clients
8 Reasons Why Dual Currency Can Help to Build a Strong Relationship With Clients
No. 1 You get to Engage Clients Anytime, 24 Hours a...
What Wealth Managers in Singapore Struggle with?
What Wealth Managers in Singapore Struggle with?
No. 1 - Compliance
Since the collapse of Lehman Brothers in 2008, global regulations on banking had intensified. Basel...
A Fun Day in Wealth Management Sales
No. 1 - Introducing Products In Retail Banking
Typical Retail Wealth Management Products:
Insurance-Linked Products
Unit Trusts
Structured Products
Customer: I don’t like Insurance and I...
8 Important Global Financial Frameworks to Know
Basel III
Basel III is an international regulatory framework for Banks. It was established after the Lehman Brothers collapse in 2008 which resulted in a...
6 Legislations for Wealth Managers in Singapore to know
Banking Act
Chapter 19
Original Enactment: Act 41 of 1970
An Act to provide for the licensing and regulation of the business of banks and related financial...
7 Top Global Accreditations for Wealth Management
CFA
Chartered Financial Analyst
Coverage: Investment Management, Financial Analysis, Stocks, Bonds, Derivatives
Awarded by: CFA Institute
Origin: United States
Members: 120,000 (2014)
To be awarded the CFA charter, the candidate...
Top 30 Investment Abbreviations
Top 30 Investments Abbreviations
Do you know all these Investments Abbreviations?
WTI stands for west texas intermediate
Popular
1
IPO
Initial Public Offering
2
FX
Foreign Exchange
3
REIT
Real Estate Investment Trust
4
ETF
Exchange Traded Funds
5
UT
Unit Trust
6
USD
United...
10 Leading Insurance Companies in Singapore
AIA
Founded: 1919
Origin: Shanghai, China
Website: www.aia.com.sg
Prudential
Founded: 1848
Origin: London, United Kingdom
Website: www.prudential.com.sg
AXA
Founded: 1816
Origin: France
Website: www.axa.com.sg
Aviva
Founded: 2000 (Merger of Norwich Union & CGU)
Origin: London, United Kingdom
Website: www.aviva.com.sg
Great Eastern Life
Founded: 1908
Origin: Singapore
Website: www.greateasternlife.com
Manulife
Founded: 1887
Origin: Canada
Website: www.manulife.com.sg
NTUC Income
Founded: 1970
Origin: Singapore
Website: www.income.com.sg
HSBC Insurance
Founded: 1865
Origin: Hong Kong
Website: www.insurance.hsbc.com.sg
Tokio Marine
Founded: 1879
Origin: Tokyo, Japan
Website: www.tokiomarine.com/sg
Zurich International
Founded: 1872
Origin: Zurich, Switzerland
Website: www.zurich.com.sg
Find the full financial...
10 Popular Job Titles in Wealth Management
Personal Banker
A Personal Banker provides financial advice in a bank. He/She is a junior wealth manager providing financial services to retail customers.
Expertise: Banking, Wealth Management, Investments,...
2015 Overview of the Financial Industry in Singapore
2015 Overview of Financial Industry in Singapore
Singapore – Global Financial Centre
Singapore is a leading global financial centre alongside New York, London, Hong Kong, Tokyo...
