Private Banking Courses
Topics covered in the core modules include the following examples. The nature, origins and characteristics of private banking wealth. Growth and opportunities in the private banking market. Private banking client profiling - changing characteristics. Private client requirements and expectations. Appealing to the 'mass affluent'. The universe of...
Suitable for: Accountants, Financial Executives, Executive Directors, Deputy Directors, Senior Managers, Fund Managers, bankers, Corporate Treasurers, Financial and Budget Controllers, Financial Journalists, Financial Analysts, Auditors and Professionals in Department of Finance
- Kuala Lumpur, Malaysiaand 6 other venues
- 3 Months
By the end of this course you will be able to: Have an in-depth practical understanding of the role and functions of a family office. Manage family office from choosing an advisor, to cost, risk and cash flow management. Define investment strategy. Structure wealth and manage intergenerational wealth transfer. Advise on philanthropy. Understand the...
- 2 Days
- Distance Learning
- 12 Months
Suitable for: Students who want a Professional Qualification in Finance
- 2 Years
The course provides for an ideal opportunity for private bankers and advisors to gain the skills and understanding to formulate client-driven and innovative strategies. It allows participants to build an enhanced understanding of your client relationship skills and effectiveness in managing wealth of UHNWI. Over the course of three days, you will...
- 3 Days (18 hours of class)