This course offers an opportunity for staff engaged in private banking / private wealth management to equip themselves with the skills to formulate innovative strategies, improve their customer relationships and effectively manage their clients' wealth.
Learning objectives
Upon the completion of this training event participants will have gained an understanding of
- The nature, origins and characteristics of private banking
- Growth and opportunities in the private banking market
- Private client profiling and changing characteristics
- Private client requirements and expectations
- Appealing to both macro and micro markets
- The challenges of investor choice
- The challenge of competition
- Asset allocation and portfolio structuring techniques
- Structured products and solutions for private banking clients
- How to make a high quality service deliver rewards for the bank as well as the client
- Risk reduction and return enhancement opportunities and strategies
Content
The focus of this course is on equipping delegates to help their financial institute to grow and win new business, to retain and develop existing client relationships and to defend against clients leaving. Delegates will develop an understanding of the nature, origins and characteristics of private banking wealth together with a comprehensive knowledge of clients’ requirements and expectations and how these can be managed effectively and profitably.
Lecturer
Mark is an investment and private banker with over 30 years experience in the UK corporate and private banking sector. He qualified as an associate of the Chartered Institute of Bankers in 1981 finishing as the top candidate for the year with distinctions and winning the Whitehead Prize for Monetary Theory. Mark joined Lloyds Bank in the 1970’s after a brief career in the navy. He joined on an accelerated management programme, which included sponsored courses at Cambridge University and Manchester Business School where he was enrolled. He was appointed one of the first managers in the bank’s Corporate Banking Division, which at that time was a pioneering development within a clearing bank, offering relationship managers to the bank’s largest corporate clients including telecommunications businesses. His duties included investment appraisals and valuations of individual companies and sectors.
Contact
Total Solutions offers the opportunity to organise this training as an open or in-house training.
For more information, please send us an e-mail: training@nl.ts.eu or call +31 20 530 4380
Information
- Date: Date to be determined
- Duration: 2 day(s)
- Location: Hotel Casa 400, Amsterdam
- PE Points: 12
- Price: € 1.850,--
- Language: English