These are both exciting and challenging times for the Private Banking and Wealth Management sector. The industry continues to grow strongly with the emerging markets, notably Russia, the Middle East, and Asia creating a steady stream of new high net worth individuals.
There are also constraints; COVID, liquidity shortages, falling commodity prices, the usual rush to invest in gold, the US election uncertainty, international trade challenges and still not resolved but forgotten by some - BREXIT
This course offers an opportunity for staff engaged in private banking / private wealth management to equip themselves with the new skills to formulate innovative strategies, improve their customer relationships and effectively manage their clients' wealth during these challenging times. The focus of this course is on equipping delegates to help their firms to grow and win new business, to retain and develop existing client relationships, and to defend against clients leaving.
Who Should Attend
Anyone with an interest in the subject.
A basic understanding of the private banking and wealth industry would be helpful but is not essential.