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Private Banking Tools for Building Customer Loyalty

  /    /  Private Banking Tools for Building Customer Loyalty

This course has been designed for private bankers and advisors with the objective of gaining the skills and understanding to formulate client-driven and innovative strategies. This course will enhance a better understanding of your client relationship skills and effectiveness in managing wealth of UHNWI (Ultra High Net worth Individuals). The will bring each delegate up-to-date with basic concepts relating to trusts, foundations, investment funds and insurance products, and on tax issues that these structures present to families from different jurisdictions. The course will be delivered with clarity and there would also clarity on complex concepts.

At the end of the course delegates will have a better understanding of:

  • Putting in place the right wealth management solutions for a client by observing the client’s objectives, preferences and personal circumstances as well as the underlying market conditions.
  • Delivering a service within the legal and regulatory bounds, adhering to the industry’s code of conduct, and ensuring compliance with the bank’s risk management policies.
  • Managing the personal relationship with the client, ensuring the private banker is fully aware of and knows how to adapt his or her communication style to that of the client, thereby respecting the client’s unique requirements
  • Status of Private Banking Industry
  • Knowing Your Customer
  • Finding/Selling to New Clients
  • Risk-Return or stress-testing your clients
  • Asset allocation & portfolio construction for private banking clients
  • Estate planning
  • Business development & client relationship management in private banking
  • Globalization of the private banking industry
  • Product development for private banking
  • The future for private banking
Course Overview

This course has been designed for private bankers and advisors with the objective of gaining the skills and understanding to formulate client-driven and innovative strategies. This course will enhance a better understanding of your client relationship skills and effectiveness in managing wealth of UHNWI (Ultra High Net worth Individuals). The will bring each delegate up-to-date with basic concepts relating to trusts, foundations, investment funds and insurance products, and on tax issues that these structures present to families from different jurisdictions. The course will be delivered with clarity and there would also clarity on complex concepts.

Course Objective

At the end of the course delegates will have a better understanding of:

  • Putting in place the right wealth management solutions for a client by observing the client’s objectives, preferences and personal circumstances as well as the underlying market conditions.
  • Delivering a service within the legal and regulatory bounds, adhering to the industry’s code of conduct, and ensuring compliance with the bank’s risk management policies.
  • Managing the personal relationship with the client, ensuring the private banker is fully aware of and knows how to adapt his or her communication style to that of the client, thereby respecting the client’s unique requirements
Course Outline
  • Status of Private Banking Industry
  • Knowing Your Customer
  • Finding/Selling to New Clients
  • Risk-Return or stress-testing your clients
  • Asset allocation & portfolio construction for private banking clients
  • Estate planning
  • Business development & client relationship management in private banking
  • Globalization of the private banking industry
  • Product development for private banking
  • The future for private banking

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