Sign up for free newsletter

 

Private Banking and Wealth Management

Training : Private Banking and Wealth Management

Tue, 01/04/2014   for 2 Days
Conducted by : Eureka Financial
Contact : Sam Baker
Duration : 2 Days
Apply now Visit site

This highly practical programme for private bankers and wealth managers is designed to equip you with the skill set and the best strategies for creating competitive offering for private clients.
 
Over 2 days spent with a former senior private banker with over 20 years of international experience, you will have a chance to explore the latest market trends, best products and services as well as estate and succession planning strategies.
 
You will also learn about the investment management process, asset allocation & portfolio construction principles as well as enhancing your personal impact skills from persuasion to communication and objection handling to increase client's retention and growth strategies.
 
You will gain the tools to build the strategy and business plan to competitively position your business and gain practical skills needed to deliver excellent results for your organisation and clients.
 
Main Topics Covered:
       
The latest trends in private banking and wealth management 
Products and services offered 
Building the wealth management strategy and business plan
Business models and forms of collaboration
The investment management process, asset allocation & portfolio
Identifying, exploring and understanding client needs
The trusted advisor model
Managing clients' experience
Client's profiling and segmentation
Personal impact skills including communication and influencing
Relationship management and client retention strategies

Register now and take advantage of our Early Bird offer!


features
Article
Sovereign Wealth Funds

Sovereign wealth funds, though small in number and secretive in nature, wield considerable influence as investors as a result of their sizeable assets under management. This extract is taken from Preqin’s latest report which features exclusive content from the 2015 Preqin Sovereign Wealth Fund Review.  ... »

Special report
Hedgeweek Special Report: Hedge Fund Administration

Hedge Fund Administration 2015

Tue, 16/06/2015 - 09:57

Mergers and acquisitions in recent years have changed the face of hedge fund administration. Big custodial banks are likely to dominate the HFA space in years to come, forming one part of a barbell with a number of well-run, well-capitalised independent HFAs on the other end. This report examines the implications for both hedge funds and their administrators... »

Article
North America

Private debt in North America

Fri, 05/06/2015 - 12:06

The North American private debt industry has seen substantial growth in assets over the last decade. This extract from the Preqin Special Report: Private Debt in North America looks at the current state of private debt fundraising and funds currently in market. ... »

Special report
State Street Global Advisors – Volatility and the benefits of downside protection strategies

State Street Global Advisors has unveiled the results of an in-depth survey of 420 senior executives within global private and public pension plans, endowments, foundations and sovereign wealth funds, summarised in this keynote Hedgeweek Special Report... »

Special report
Hedge Fund Technology 2015

Hedge Fund Technology 2015

Tue, 19/05/2015 - 11:00

This keynote Hedgeweek Special Report surveys the key technology products and software solutions available to hedge funds,, and drills down into each one through interviews and analysis to summarise their benefits to COOs, CTOs and CFOs at hedge funds... »

latestjobs
Seattle ; Local UHNW Client Market ; Relationship Manager / Wealth Manager

Tue, 30 Jun 2015 00:00:00 GMT

Instutional Equity Sales

Tue, 30 Jun 2015 00:00:00 GMT

Trade Finance Officer - London

Tue, 30 Jun 2015 00:00:00 GMT

events
16 hours 45 min from now - Milan
6 days 16 hours from now - Hong Kong
specialreports