Private Banking & Wealth Management

This course is ideal for Private bankers and people involved with wealth management. The course covers at length various modules that discuss client relationship management and wealth management strategies.

Topics covered in the core modules include the following examples. However, as per your needs we would welcome your suggestions and can shape any relevant course in the program area to fit your company’s objectives.

  • Private Banking Workshop
  • Wealth Management Masterclass
  • Private Wealth Portfolio Management
  • Corporate Finance for Private Bankers.
  • Client Relationship Management Skills for Private Bankers & Wealth Managers
  • Credit Skills for Private Bankers
  • Portfolio Management
  • Negotiating & Selling Skills for Private Bankers & Wealth Managers