This highly practical programme for private bankers and wealth managers is designed to equip you with the skill set and the best strategies for creating competitive offering for private clients.
This highly practical programme for private bankers and wealth managers is designed to equip you with the skill set and the best strategies for creating competitive offering for private clients.
Over 2 days spent with a former senior private banker with over 20 years of international experience, you will have a chance to explore the latest market trends, best products and services as well as estate and succession planning strategies.
You will also learn about the investment management process, asset allocation & portfolio construction principles as well as enhancing your personal impact skills from persuasion to communication and objection handling to increase client’s retention and growth strategies.
You will gain the tools to build the strategy and business plan to competitively position your business and gain practical skills needed to deliver excellent results for your organisation and clients.
What Will You Learn:
By the end of this course you will:
When Archimedes exclaimed ‘Eureka!’ he knew he had discovered the solution to his problem. Our aim is the same – to understand your training needs and to deliver the highest quality, bespoke training in a fun and innovative way. Get in touch to have a chat about how we can help you.
Bringing you specialists from the sector
We carefully choose our experts based on their wide industry experience, academic background and their passion for training. You and your team will benefit from the knowledge, experience and creative approach of a professional with years’ of experience in your sector.
Our trainers coach, challenge and inform to ensure immediate and practical real-life applications. By taking one of our courses you will gain access to industry innovators and and benefit from an excellent opportunity to participate in a unique learning forum.
Investment Banking training is offered by Clearly Financial Markets Professional Training for all skill level. Clearly Financial Markets provide a wide range of courses for our clients.
This qualification comprises of a single course, the Foundations of Responsible Banking, which aims to develop the learner’s knowledge, understanding and skills relating to the business of banking.
The overall goal of this certificate program is to give participants exposure to financial statements of banks and enable them to make an independent assessment of the strengths and weaknesses of a bank.
This concise, one day course will enable you to gain a working knowledge of how banks make money and create value for their shareholders.
This Bank Analyst training program will take place in an interactive learning environment where you will learn the most important skills and tools to become a bank analyst, you will learn the Financial Systems
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