Managing Private Clients in Difficult Markets

Investment Education Plc

Short course

In In House

Price on request

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Description

  • Type

    Short course

  • Level

    Beginner

  • Methodology

    Inhouse

  • Location

    In house

  • Duration

    1 Day

  • Start date

    Different dates available

It is easy to manage Private Clients in bull markets. Unfortunately the recent market decline and financial crisis has made many Private Clients nervous and irritable and prone to go elsewhere. Everyone or anyone is to blame but themselves. Suitable for: Private Bankers. Stockbrokers. Retail Bankers. IFAs and Insurance Brokers. Front Office staff dealing with Private Clients

Facilities

Location

Start date

In House (London)
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Start date

Different dates availableEnrolment now open

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Reviews

Subjects

  • Private
  • Ms Office
  • Financial Training
  • Office IT
  • Financial
  • Staff
  • Insurance brokers
  • Insurance
  • Market
  • IT risk
  • Key Account Management
  • Customer Relationship Management

Course programme

An In - House Tailored - Managing Private Clients in Difficult Markets course held at your offices or a venue of your choice

How can Front office staff in Financial Institutions deal with this situation? How can clients be retained and given a measure of satisfaction?

This one - day course using examples and cases suggests some answers.

The philosophy of the relationship with the client : - a partner not a selling situation- the long-term view- products and services and what to offer when

Identifying the real needs of the client: - critical questions to ask- setting up a correct risk profile-

communication: type, frequency and content- managing expectations- anticipating the future

Identifying problems in the client relationship: - identifying silent criticism- signals of problems in the relationship- cultural aspects- concrete examples

What to do when a relationship is in danger?: - explanation- competitor comparison- review of objectives and time horizon- what products to use without undermining asset allocation

How to react to criticism?: - what lies behind a critic- different types of clients and different types of criticism- every problem an opportunity

Documentation and its importance: - account opening forms- the mandate- single orders Numerous examples and cases will be included.


Additional information

Payment options: Course also available in-house - details / prices upon request

See related categories

Managing Private Clients in Difficult Markets

Price on request

The best Customer Management courses

See all

See all