Wealth Management and Private Banking
Category : Banking
Duration: 5 days
Wealth management and private banking involve managing the financial affairs of high-net-worth individuals (HNWIs) and providing tailored financial services. This training explores strategies for building and maintaining client relationships, offering personalized investment solutions, and navigating regulatory requirements in wealth management. Participants will learn to provide comprehensive financial planning, investment advice, and risk management tailored to clients’ goals.
Learning Objectives
Understand wealth management and private banking services
Develop personalized investment trategies for HNWIs
Manage client relationships and provide financial planning
Ensure compliance with wealth management regulations
Training Program
Introduction to Wealth Management and Private Banking
Overview of wealth management and private banking services
The role of relationship management in wealth management
Quiz: Identify the core components of wealth management services
Investment Strategies for HNWIs
Asset allocation, portfolio diversification, and risk management
Tailoring investment strategies to client goals and risk tolerance
Practical case: Develop an investment portfolio for a high-net-worth client
Client Relationship Management
Building trust and maintaining long-term relationships with clients
Client onboarding, know your customer (KYC), and personalized financial advice
Practical case: Propose a financial planning strategy for a private banking client
Wealth Planning and Taxation
Estate planning, succession planning, and tax-efficient investment strategies
Managing cross-border taxation and compliance
Practical case: Develop a wealth preservation strategy for a client
Compliance and Regulatory Requirements
Regulatory framework for wealth management and private banking
Anti-money laundering (AML) and due diligence requirements
Practical case: Ensure compliance in a wealth management firm
Key Points
Numerous practical examples illustrating the different studied concepts
Practical cases to draw parallels with the concepts learned
Who Should Attend This Training
Wealth managers and private bankers
Financial advisors and planners
Investment professionals
Legal and compliance officers in wealth management
Prerequisities
Basic knowledge of financial products and investment management
Teaching Methods
Training structured around skill transfer
Acquisition of operational skills through practice and experimentation
Collaborative learning during synchronous sessions
Multi-stage learning path to allow engagement, learning, and transfer
Training promoting participant engagement for better anchoring of lessons
Satisfaction and Evaluation
Skill evaluation will be conducted throughout the training by the participant (self-evaluation) and/or the trainer according to the training methods.
Online training evaluation on your participant space:
Immediate evaluation at the end of the training to measure your satisfaction and perception of skill improvement against training objectives. With your agreement, your overall rating and comments will be published on our site via Verified Reviews.
Post-training evaluation 40 days later to validate the transfer of your acquired skills in the workplace
Attendance tracking and issuance of an individual training certificate or a certificate of completion
LONDON
128 City Road, EC1V 2NX London
PARIS
38 Rue Boulard, 75014, Paris