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!
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... »
Tue, 20/01/2015 - 12:26
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: ... »
Mon, 22/12/2014 - 09:57
Standard Life Investments, the global investment manager, believes that 2015 has all the hallmarks of a pivotal year for global financial markets. Andrew Milligan, Head of Global Strategy, Standard Life Investments, comments… ... »
Wed, 14/01/2015 - 13:22
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: ... »
Mon, 26 Jan 2015 00:00:00 GMTCorporate Banking Account Management Associate – Large Investment Bank – New York, USA
Mon, 26 Jan 2015 00:00:00 GMTSolutions Engineer - Leading Hadoop vendor - Houston
Sat, 24 Jan 2015 00:00:00 GMT