Account Management for Servicing High Net Worth Individuals

by IBF (The Institute Of Banking And Finance Singapore) Claim Listing

The aim of the course is to provide Relationship Managers and other front line staff in private banking and wealth management with the skills necessary to engage with customers, provide solutions, gather feedback and manage customer satisfaction for a given account.

S$1200

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IBF (The Institute Of Banking And Finance Singapore) Logo

img Duration

8 Hours

Course Details

The aim of the course is to provide Relationship Managers and other front line staff in private banking and wealth management with the skills necessary to engage with customers, provide solutions, gather feedback and manage customer satisfaction for a given account.

 

By the end of this one-day course, participants will be able to:

  • Utilise suitable communication platforms to engage with customers
  • Process feedback from customers on their organisation’s products and services
  • Interact effectively with customers and provide quality service
  • Manage customer satisfaction
  • Provide suitable products and service solutions to address customer needs
  • Drive sales and servicing activities for existing clients or accounts
  • Retain accountability for sales performance for one or a few small customer accounts
  • By the end of this one-day course, participants will also have knowledge of:
  • Usage of communication platforms for customer interaction
  • Measure and indicators of customer satisfaction
  • Their suite of product and service solutions
  • Tools to track sales performance for each account
  • Central Branch

    10 Shenton Way, MAS Building #13-07/08, Central

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