Course Details

This newly updated financial training course represents the ideal opportunity for relationship managers and asset managers 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. The people who can attend the course are:

• Private Banking Relationship Managers and Asset Managers wishing to consolidate and/or refresh their client liaison skills and product knowledge
• Executives in legal and accountancy practices working with private bankers to improve their service to clients
• Corporate bankers requiring an overview on their transfer to the private banking function
• Senior Managers responsible for planning the private wealth management function or its subsequent management
• Legal and Trust Staff
• Branch Managers and Credit Officers who need to understand the complementary nature of private banking services