08.28 【How to Unlock Billion-Dollar Assets?】Understanding the Hidden Needs of High-Net-Worth Clients!
With the increasing competition in the wealth management market, are you still wondering how to serve high-net-worth HNW clients more effectively?
UTOPIA will be hosting a “UTOPIA Public Class” next Thursday (28 August) at 8PM, inviting Stefanie Shen, District Manager of AIA Hong Kong, to share her insights on the “Key to Unlocking Billion-Dollar Assets”. She will discuss how to identify the hidden needs of high-net-worth clients and develop tailored solutions.
If you are already working in the wealth management industry or planning to enter it, this free masterclass will provide you with invaluable insights and practical experience. It will help you understand the real needs and pain points of HNW clients and position yourself to stand out in this competitive market!
This course is free to attend, please sign up now!
Course Highlights:
✅ Identifying Hidden Needs
Go beyond surface-level financial goals to uncover deeper expectations of high-net-worth clients, such as legacy planning, children’s education and tax planning
✅ Tailored Solutions
Design customized wealth management plans based on individual client needs, delivering more precise and valuable services
✅ Building Long-Term Trust
Establish strong trust through professional service and ongoing support, creating win-win partnerships with your clients
Event Details:
Dare: 28 August 2025 (Thursday)
Time: 20:00-21:00
Format: Online
Admission: Free
Speaker: Stefanie Shen, District Manager, AIA Hong Kong
Language: Mandarin
(*Not open to AIA colleagues—thank you for your understanding)