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RESEARCH REPORT

In brief

Relationship Managers: Linchpins for success in Asia Wealth Management

One job, many tools

Lack of integrated tools and capabilities leads to RM frustration

What Relationship Managers need

"Firms with the right RM cockpit solution are more likely to attract and retain RMs while empowering them to drive growth in their client base—all of which stands at the heart of wealth management firms reaching their ambitious goals for 2025."

— NICOLE BODACK, Managing Director – Capital Markets
Nicole Bodack

MANAGING DIRECTOR – CAPITAL MARKETS, GROWTH MARKETS LEAD


Soichiro Muto

MANAGING DIRECTOR – CAPITAL MARKETS, GROWTH MARKETS LEAD


David Wilson

ASSOCIATE DIRECTOR – WEALTH MANAGEMENT LEAD, GROWTH MARKETS

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