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Real Estate Advisors: Trusted Wealth Managers for High-Net-Worth Individuals
27 Feb 2025 (2 pm - 5 pm)
SGD $65.40 (GST incl.)

Synopsis
Many real estate agents focus on serving mass affluent clients but may have limited experience working with high-net-worth (HNW) individuals, except for top-performing agents who excel in engaging this exclusive group.

This course redefines real estate agents as the new Wealth Managers, equipping them with the knowledge and skills to connect with HNW clients effectively. Agents will gain valuable insights into the mindset of affluent individuals, learn how to build trust, foster meaningful connections, and engage authentically.

The course also delves into the HNW investment perspective, empowering agents to deliver exceptional value and position real estate as a vital component of wealth management.
Learning Outcomes
By the end of this course, participants will gain a thorough understanding of the mindset of high-net-worth (HNW) individuals and learn how to tailor their approach to effectively engage various types of affluent prospects. They will acquire the knowledge and skills needed to establish themselves as trusted advisors, delivering meaningful value to HNW clients.
Certification
A Certificate of Attendance and 2 Generic Competencies CPD credits will be awarded to participants upon completion of the course.
Training Venue
This training course will be done via Online Classroom (Zoom).
Contact Details
Tel : (65) 6471 8888
Email : [email protected]
Website : www.orangetee.com
Operating Hours : 9:00am - 6:00pm
Disclaimer : The information on this course directory is correct at the time of publishing and every attempt is made to ensure its accuracy. Nevertheless, the company reserves the right to make alterations without notice if necessary. For any clarification, please reach us at [email protected].


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