This workshop aims to provide you with the features of wealth management products and how the banks structure the products with methods of investments. The speaker will also identify the possible risks faced by the corporate investors and give discussion on how the banks customise such services to the clients.
Overview
This workshop aims to provide you with the features of wealth management products and how the banks structure the products with methods of investments. The speaker will also identify the possible risks faced by the corporate investors and give discussion on how the banks customise such services to the clients.
Key topics covered:
- Why wealth management is important to the corporate and business firms
- Common types of wealth management products in the local market
- The characteristics of Hong Kong Bonds Market and its trading pattern
- The key risks issues in wealth management products
Trainer profile:
S Lai has over 25 years of banking experience in all areas of credit and marketing functions. He has been involved and dealt with various types of customers of MME, SMEs, securities house in Hong Kong/Macau/Guangdong Province.
Objectives
- Recognise the range of wealth management products suitable for the business companies, such as SWAP deposits, capital protection deposits and digital structure deposits
- Understand Hong Kong Bond Markets and how to trade on over-the-counter secondary market
- Identify the potential risk encountered by business firms when investing in wealth management products
Audience
This workshop is suitable for CFO, treasury manager, financial accountant and accounting professionals who are interested in this topic or who are responsible for the treasury functions of a company with focusing on investment decisions and treasury functions.
Classroom 3 Hours
100031893