Building Business Growth in Private Banking

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Overview

Course Overview
This course is designed for Private Bankers, Wealth Managers, Financial Advisors and Relationship Managers seeking to further develop their knowledge, skills and competencies that will enable them to achieve a profitable sustainable growth model for their Private Banking business unit and satisfy their clients’ expectations and requirements with creative differentiating wealth solutions. The course will also address how to build lasting client relationships by developing strategic investment products and services.

Benefits of the Program
This course will provide delegates with the needed knowledge, tools and techniques that will allow them to:      

  • Construct a successful business strategy to achieve their firm’s goals, satisfying clients’ expectations and investment needs and achieve professional development leading to career advancement
  • Increase their clients’ wallet size, by building strong long term relationships through the use of strategic wealth products and services  
  • Obtain commitment from clients in order to close deals in an enjoyable and natural way 
    Become more comfortable and confident when communicating with clients, managing objections and rejections by turning them into new business opportunities
  • Better comprehend clients’ preferences, believes and cognitive biases in their decision making process by using behavioural finance concepts when conducting profiling, planning meetings, and presenting wealth solutions
  • Earn the role of a personal trusted advisor with top clients by better understanding the perceived value of the products and services offered and increasing the level of credibility and reliability
  • Conduct and effective and practical asset allocation and securities valuations approach to enhance investment portfolios’ returns and mange unexpected investment risk effectively

 

Who should attend

 

  • Private Bank and Wealth Management Managers
  • Bank & Financial Services Relationship Managers 
  • Financial Services Sales and Distribution  
  • Investment Advisors 
  • Family Office Representatives
  • Assistants to Relationship Managers and Relationship Managers
  • Back Office personnel who interact with front Office Officers

Related Courses

Inhouse


 

Do you have five or more people interested in attending this course? Do you want to tailor it to meet your company's exact requirements? If you'd like to do either of these, we can bring this course to your company's office. You could even save up to 50% on the cost of sending delegates to a public course.

To find out more about running this course in-house:





Our Tailored Learning Offering

If you want to run this course at a location convenient to you or if you want a completely customised learning solution, we can help.

We produce learning solutions that are completely unique to your business. We'll guide you through the whole process, from the initial consultancy to evaluating the success of the full learning experience. Our learning specialists ensure you get the maximum return on your training investment.



We can offer any of our public courses delivered at your office or we can devise completely tailored solutions:


Read more about our offering or complete a call back request to speak to a learning specialist.

 

Why us


We have a combined experience of over 60 years providing learning solutions to the world’s major organisations and are privileged to have contributed to their success. We view our clients as partners and focus on understanding the needs of each organisation we work with to tailor learning solutions to specific requirements.

We are proud of our record of customer satisfaction. Here is why you should choose us to help you achieve your goals and accelerate your career:

  • Quality – our clients consistently rate our performance ‘excellent’ or ‘outstanding’. Our average overall score awarded to us by our clients is nine out of ten.
  • Track record – we have delivered training solutions for 95% of worlds’ top 100 banks and have trained over 250,000 professionals.
  • Knowledge – our 150 strong team of industry specialist trainers are world leading financial leaders and commentators, ensuring our knowledge base is second to none.
  • Reliability – if we promise it, we deliver it. We have delivered over 20,000 events both in person and online, using simultaneous translation to delegates from over 180 countries.
  • Recognition – we are accredited by the British Accreditation Council and the CPD Certification Service. In an independent review by Feefo we scored 96% on service and 95% on product