Sales and Marketing Strategies – Building and Growing Investor’s AUM

Today, a successful Relationship Manager or Senior Personal Banker in a consumer bank is required to master a diverse range of skills due to the huge variety of banking products available besides being able to cater to the ever-demanding needs of clients.

They need to be at the top of their game especially in a fast changing economic and political climate to successfully manage their clients’ investment portfolio while faced with the ever-challenging market and business environment.

This course will touch on the skills needed to be an effective senior banker in sales and be equipped with the required in-depth knowledge of unit trust as a financial tool to help grow clients’ wealth and AUM.

Learning Outcome

Upon completion of this course, participants will be able to:

1. Review and evaluate current sales approach and techniques to improve client’s acceptance of investment products;
2. Study market trends and apply various elements of different sales approaches in promoting investment products to grow client’s AUM;
3. Conduct market analysis and analyze the suitability of various unit trust funds to recommend the appropriate funds to suit the client’s risk profile and needs; and
4. Review and evaluate appropriate values and strategies for self-improvement to gain the client’s trust in various market trends to be the preferred financial advisor.

Learning Outline

Facilitator

Profile of James Chin Chee Keong

James Chin is an experienced and multi-skilled trainer specializing in investments, global markets, talent, and human capital management embracing Industry 4.0, sales mastery, and motivation. Prior to this, he was a Director at CIMB Private Banking and CIMB Principal Asset Management. He was previously a licensed Capital Market Services Representative (CMSR) holder for fund management from the Securities Commission of Malaysia.

James has been in the financial industry since 1997 within consumer banking, asset management, and private banking where he has gained extensive knowledge of the global economic environment and has been exposed to various financial and investment instruments during his tenure in CIMB, ABN Amro, OSK, Prudential, and Hong Leong. He has been an investment speaker on the financial circuit in Malaysia since 2003 and has conducted numerous trainings over the years. He won the Public Speaking competition during CIMB Group’s 2013 Regional Trainers Convention in Bali. He is also an HRDF Certified Trainer. His area of expertise includes various investments such as equities, bonds, unit trust, and structured products; technological disruption in the financial industry, change management, sales and sales management, building a motivated team and powerful presentation techniques.

He obtained his Master of Business Administration (MBA) from Wawasan Open University and is also an Institute of Chartered Secretaries and Administrators (ICSA) graduate.

Terms & Conditions

• Registration is on a first-come-first-served basis, only 20 seats available.
• Participants need to sit in for both sessions in order to accumulate the points.
• Confirmation is subject to payment before the workshop.
• FPAM reserves the right to amend the program, speaker, date, venue, etc, without prior notice.

Frequently Asked Questions

1. How long will each digital programme take?

Each digital programme is the equivalent of a day’s CE Workshop training for approximately 8 hours. With the lunch break in between, the digital programme will usually take place for 6 hours.

2. Can I attend only half sessions of the training?

Yes, you may. However, you will not be granted full points from respective parties.

3. Which forms of payment can I use?

We accept payment by credit card (VISA / MasterCard / AMERICAN EXPRESS / Discover), by FPX (Affin Bank, Alliance Bank, AmBank, Bank Islam, Bank Muamalat, Bank Rakyat, BSN, CIMB Clicks, Hong Leong Bank, HSBC Bank, KFH, Maybank2E, Maybank2U, OCBC Bank, Public Bank, RHB Bank, Standard Chartered, UOB Bank).

4. How secure is shopping? Is my data protected?

Your data will be handled confidentially and encrypted with SSL (Secure-Socket-Layer) secure server software. The encrypted information of your order, your name, address, credit card or bank details cannot be read by any third party. Credit card payments will also be verified through the 3D secure procedure.

5. Who should I contact if there is any transactional issue or problem purchasing any product / service?

Kindly drop a message below with the problem statement and we will get back to you as soon as possible.