RBC Wealth Management: How Covid-19 has changed client service

Alexandra Newlove, 23/03/2021

We spoke to RBC Wealth Management’s Annabel Bosman, head of relationship management, and Katherine Waller, relationship manager and head of new sales delivery, about how managing clients – especially millennials – has changed during the pandemic.

Annabel Bosman

Like many industries, there is a tendency within wealth management to generalise about the generations and genders – particularly millennials – which influences thi...

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