Wealth Management Strategies
Course
Inhouse
Description
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Type
Course
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Methodology
Inhouse
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Duration
3 Days
By the end of this course you will be able to: Understand clients' needs and investment requirements Improve your clients relationship skills, acquire new customers and maintain existing clients Decide on product offering and create portfolio which will suit best your customer Have a sound understanding of trusts and estate planning strategies Understand the fundamentals of financial planning for private clients Build investment portfolio implementing traditional and alternative asset classes Explore the latest market trends and strategies for success in the wealth management. Suitable for: Managers and Team Members from Private Banks, Wealth Management Companies, Family Offices, Asset Management and Consultancies from the following departments: Private Banking Wealth Management Client Relationship Portfolio and Asset Management Prime Services Family Offices Business Development Consultants Financial Planners Trusts and Estate Planning
Reviews
Subjects
- Trusts
- Management
- International Banking
- Financial Adviser
- Asset Management
- Market
- Investment
- Sound
- Banking
- Financial
- Private
- Planning
- Private Banking
- Wealth Management
- Financial Training
- IT Management
- Skills and Training
Course programme
Course review:
This practical 3 day course run by a former private banker will give you a sound understanding of the wealth management sector and covers all aspects of cutting edge strategies for private banking.
You will have a chance to learn about the latest market trends, how to differentiate your offering from competition, acquire and maintain clients, assess their needs and deliver tailor made services. You will also learn about trusts and estate planning, wealth structuring and tax management. Finally portfolio construction and asset allocation will be discussed in detail.
This unique programme will equip you with the knowledge and skills needed for success in the wealth management world.
Main Topics Covered:
- Wealth management market and the latest trends
- Client's profiling and segmentation
- Assessing buyers' behaviour and risk appetite
- Relationship management and client retention strategies
- Identifying, exploring and understanding client needs
- Behavioural finance and investor psychology
- Trust and estate planning for private clients
- Tax planning and Wealth Structuring
- Risk management, regulation, legal and compliance issues
- Wealth Management in 2020 – successful strategies
- Asset allocation and portfolio construction
- The “traditional” and alternative assets products
- The role of structured products in portfolio design
Additional information
Special offer until 1 of April £1895 + VAT. Save £200 + VAT! Early Bird until 29 of April £1950 + VAT After that date £2095 + VAT Group discount at all times: 5% for a booking of 2 and 10% for a booking of 3.
Wealth Management Strategies