Private Banking And Wealth Management

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: 

• Gain a greater understanding of the latest trends within the private banking and wealth management
• Be able to identify growth areas and opportunities  and optimise the offering of products and services
• Develop the strategy and business plan in order to competitively place your offering
• Be able to design investment management process and asset allocation best suited for your customers
• Understand better clients’ needs and manage their experience
• Enhance your effectiveness by improving personal impact skills from communication to persuasion and objection handling