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The First ETF Cross-Listing on Hong Kong and Shanghai Exchange, HK...

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The First ETF Cross-Listing on Hong Kong and Shanghai Exchange, HK ETF AUM at $51 Billion 2nd June 2021 | Hong Kong Hong Kong Exchanges and...

12 Reasons Why Financial Sales is Tougher Than You Think

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12 Reasons Why Financial Sales is Tougher Than You Think The financial industry is exciting and one of most sought-after sector for the brightest graduates...

Do You Need to Assess the Risks of Financial Product Failures?

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Do You Need to Assess the Risks of Financial Product Failures? As an advisor or Wealth Specialist, do you need to assess the risks of...

10 Ways to Manage Your Financial Sales Target

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10 Ways to Manage Your Financial Sales Target Managing financial sales target is not easy.  Whether you are fresh out from university or an experienced...

10 Ways to Deal With a Portfolio Disaster

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10 Ways to Deal With a Portfolio Disaster Ever spent countless of hours and months doing intensive research and analysis to construct an optimal portfolio?  Until...

8 Reasons Why Low-Risks Portfolios Do Not Work Effectively in Asia

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8 Reasons Why Low-Risks Portfolios Do Not Work Effectively in Asia Asia doesn't have a history of wealth management and a range of investment options. Since World...

How do you Develop your Career as a Wealth Manager?

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How do you Develop your Career as a Wealth Manager? A Wealth Manager is a sensitive and serious profession.  Like doctors and lawyers, they are...

8 Reasons why Clients prefer to place Money in Deposits than...

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8 Reasons why Clients prefer to place Money in Deposits than Investments For many Bankers, Wealth Managers and Investment Professionals, they often meet clients who prefer...

The 6 people that make a Strong Wealth Management Team

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The 6 people that make a Strong Wealth Management Team The Pilot works with the Co-Pilot and the crew members (stewards and stewardess) while the Doctor works with the...

How do you become a Treasury Specialist?

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How do you become a Treasury Specialist? A Treasury Specialist needs to have strong knowledge in Treasury products such as Foreign Exchange, Interests Rates, Gold, Swaps, Options...