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

Contact the Institutes

Fill this form

Advertisement

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

Check out more Accounting courses in Singapore

Aventis Learning Group (ALG) Logo

Accounting For Non-Accounting Trained Executives And Professionals (Color Accounting)

A good understanding of accounting is vital to the success of any professionals. It is essential to be able to understand and ask the right questions when reviewing proposal, budgets and financial statements.

by Aventis Learning Group (ALG) [Claim Listing ]
Global Training Partners Logo

Accounting (Basic)

Accounting training is offered by Global Training Partners. University professors and national experts create our course curriculum.

by Global Training Partners [Claim Listing ]
Ashford College of Management & Technology Logo

Executive Diploma In Accounting & Finance (SBP)

Executive Diploma In Accounting & Finance (SBP) course is offered by Ashford College of Management & Technology. Our curricula meet the needs of our students, equipping them well for future academic studies and career development.

by Ashford College of Management & Technology [Claim Listing ]
  • Price
  • Start Date
  • Duration
VTeach Logo

Accounting for the Non-Finance Professional

This workshop is to help those professionals who have little or no knowledge of finance and accounting to have better understanding of business or organisational finance matter and financial awareness in order to agree and manage budgets effectively and appreciate core finance principles.

by VTeach [Claim Listing ]
Temasek Polytechnic Logo

Business Accounting

It includes the double-entry system of bookkeeping, preparation of financial statements, accounting for assets such as cash and inventories and the importance of controls over these assets, as well as analysis of financial statements using ratios.

by Temasek Polytechnic [Claim Listing ]

© 2024 coursetakers.com All Rights Reserved. Terms and Conditions of use | Privacy Policy