Sign up for free newsletter

 

Private Banking and Wealth Management

Training : Private Banking and Wealth Management

Tue, 01/04/2014   for 2 Days
Conducted by : Eureka Financial
Contact : Sam Baker
Duration : 2 Days
Apply now Visit site

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.
 
Main Topics Covered:
       
The latest trends in private banking and wealth management 
Products and services offered 
Building the wealth management strategy and business plan
Business models and forms of collaboration
The investment management process, asset allocation & portfolio
Identifying, exploring and understanding client needs
The trusted advisor model
Managing clients' experience
Client's profiling and segmentation
Personal impact skills including communication and influencing
Relationship management and client retention strategies

Register now and take advantage of our Early Bird offer!


features
Special report
Cayman Islands Hedge Fund Services 2014

Cayman Islands Hedge Fund Services 2014

Fri, 19/12/2014 - 10:24

With service providers reporting growth in hybrid funds, funds for single investors and bespoke managed accounts, this report examines the regulations and new services being developed in Cayman to tackle the fast-changing offshore funds market... »

Article
Christiopher Elvin, Preqin

55% of private equity firms surveyed by Preqin at the end of 2014 stated they would deploy greater levels of capital in 2015, although 39% suggested it is more difficult to find attractive investments. Preqin’s Christopher Elvin comments: ... »

Special report
Guide to relocation 2014

Guide to Relocation 2014

Mon, 24/11/2014 - 10:53

The GFM Guide to Relocation 2014 draws together in one volume the key points covering the relocation of investment funds and managers to the following major jurisdictions – The Bahamas, BVI, Guernsey, Malta and Ticino... »

Article
Christopher ELvin, Preqin

977 private equity funds held a final close throughout the year raising a total of USD486bn, higher than any annual amount between 2009 and 2012, and on track to match the 2013 total. Preqin’s Christopher Elvin (pictured) reviews a year of private equity fundraising:  ... »

Article
Up arrow

Over half of infrastructure funds that closed in 2014 exceeded their fundraising target, up from 37% of funds in 2013. Andrew Moylan, Preqin’s Head of Real Assets Products, takes a look at infrastructure fundraising over the last 12 months: ... »

latestjobs
FX Options Trading - NYC - USA

Sat, 31 Jan 2015 00:00:00 GMT

FX Trader, New York City, USA

Sat, 31 Jan 2015 00:00:00 GMT

VP FX Algo Strategy Java Developer

Sat, 31 Jan 2015 00:00:00 GMT

events
2 days 6 hours from now - Kuala Lumpur
6 days 6 hours from now - Las Vagas
1 week 6 hours from now - Florida
specialreports