Private Banking And Wealth Management

by Eureka Financial Ltd

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.

Price : Enquire Now

Contact the Institutes

Fill this form

Advertisement

Eureka Financial Ltd Logo

img Duration

Please Enquire

Course Details

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
  • Mayfair Branch

    Berkeley Suite 35 Berkeley Square, Mayfair, London

Check out more Banking courses in UK

FinanceTalking Logo

Finance Essentials For Banks

This concise, one day course will enable you to gain a working knowledge of how banks make money and create value for their shareholders.

by FinanceTalking [Claim Listing ]
Global Horizon Training Center (UK) Logo

The Bank Analyst

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

by Global Horizon Training Center (UK) [Claim Listing ]
Won Connect Logo

Online Money

Learn how to use tools like online banking and PayPal, avoid tax scams and get useful tips for saving money.

by Won Connect [Claim Listing ]
  • Price
  • Start Date
  • Duration
ZOE Talent Solutions Logo

Specialist In Banking Operations Certification Course

What do banking operations include? Banking operations refer to all processes and activities that are performed to ensure effective, safe and appropriate customer transactions.

by ZOE Talent Solutions
Quartic Training Limited Logo

Basel Bank Regulation

This one day Basel Bank Regulation course covers the hierarchy of ways in which banks are required to estimate the scale of their main risk exposures – credit, operational, market, the different types of capital, the amounts they must have of each and how these are calculated.

by Quartic Training Limited [Claim Listing ]

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