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You should have assets around $3 million to $300 million or managing $20 million to $30 billion.
Are you Behind Sales Target at the end of August?
A Slow August
It is by no coincidence that many Personal Bankers take a much needed break in August every year. Even though you may just had one good holiday in June.
Most family takes a long vacation during August period. And National Day fall during this period. This holiday does not only fall in August in Singapore. There are a few neighbouring countries celebrating their National Day:
The 2024 Investment Day
4th Sept Hong Kong | 11th / 18th Sept 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 4th Sept 2024 in Hong Kong, 11th Sept 2024 in Singapore. Every March, July & Sept.
Visit | Register here
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.
Visit | Register here
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.
Visit | Register here
The 2024 Family Office Summit16th Oct Hong Kong | 23rd Oct Singapore
Join 80 single family offices & family office professionals in Hong Kong & Singapore
Links: 2024 Family Office Summit | Register here
Singapore National Day – 9th of August
Malaysia National Day – 31st of August
Indonesia National Day – 17th of August
Most family are on holiday mood during this period, so Personal Bankers are unable to find clients to discuss about financial & wealth management possibilities. This results in low sales chalked up during this holiday period.
Behind Sales Target
After the holiday, there the pressure of keeping up with the sales numbers, during the lost days. By September, the trend is 60% of Personal Bankers are not on track with the year’s target. This means only 4 in 10 Personal Bankers are in line with the sales target for the year.
This is bad news as many Personal Bankers will be under pressure going into the last quarter of the year. At this point, these are some ideas that are running through your mind:
Can I hit my sales target for this month, September?
Can I hit my sales target for this year?
Can I even reach 80% of my year’s target?
How is my performance review going to be like?
Will I still be in the bank the next year?
Should I look for another job soon?
Is there another place with more manageable sales target?
Is there another place with better products?
Before you start to wander further. We provide you 3 quick fixes for your last charge for the year: September, October, November. (We don’t count December as a month for doing sales)
Tap onto CPF-OA funds / Pension Funds
Discover the True Meaning of Know-Your-Client (KYC)
The Killer Sales Strategy
No. 1 – Tap onto CPF-OA funds / Pension Funds
If you have not tapped onto your client’s CPF for investments, it is time to do so. It is a great way to kick-start your sales engine, bring confidence to yourself and your sales numbers. As CPF has limited use (property and investments), most clients are quite willing to explore investment options.
Managing $20 million to $3 billion. Investing $3 million to $300 million.
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