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

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!


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