ReCh Management Centre - Private Banking Tools for Building Customer Loyalty - Private Banking Tools for Building Customer Loyalty - View courses templates

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Private Banking Tools for Building Customer Loyalty

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Start DateVenue1 Week2 Weeks

Request a dateDubai 2,750 4,200
Request a dateLondon 2,750 4,200

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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 Objectives

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 clients 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

E-Reader Included

*Course fee is not inclusive of VAT

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