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How Wealth Management Needs to Evolve from Brokerage to Consultancy

How Wealth Management Needs to Evolve from Brokerage to Consultancy

Released Monday, 20th January 2020
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How Wealth Management Needs to Evolve from Brokerage to Consultancy

How Wealth Management Needs to Evolve from Brokerage to Consultancy

How Wealth Management Needs to Evolve from Brokerage to Consultancy

How Wealth Management Needs to Evolve from Brokerage to Consultancy

Monday, 20th January 2020
Good episode? Give it some love!
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The CareerCast team sits down with Kees Stoute, CEO of EFG Bank Hong Kong, to get an insider’s view of the Asian wealth-management industry. Learn how it is evolving and why technological disruption means that private bankers cannot afford to ignore the importance of positioning. Also, find out what Kees thinks are the top three characteristics of successful wealth-management professionals and how an entry path into the industry might look for a young aspirant. Finally, he gives his thoughts on the technical versus soft skills debate – what balance should private bankers strike?

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