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Private Banking: Leadership, Transformation & Strategies for Growth

Euromoney Learning, In London (+1 locations)
5 days
1,667 GBP
Next course start
Inquire for more information (+2 start dates)
5 days
1,667 GBP
Next course start
Inquire for more information (+2 start dates)
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Course description

Private Banking: Leadership, Transformation & Strategies for Growth

Private banking is a notoriously fast-paced environment, and to succeed it is essential to remain on top of the most current changes taking place within the industry.

The agenda for this course has been specifically designed by internationally renowned experts for private bankers and for anyone involved in any aspect of private banking.Their knowledge of the market, industry and players is unrivalled, and together they combine their experience to provide you with a broad and in-depth five day programme; covering topics including asset allocation, real estate planning, investment products and business development.

Upcoming start dates

Choose between 2 start dates

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  • Classroom
  • Geneva

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  • Classroom
  • London

Training content

Day 1

Session 1

The new paradigms of the Private Banking industry

  • Latest innovations
  • Impact of the new regulations
  • Is off-shore private banking dead?

Session 2

Digitalisation and Private Banking

  • The two dimensions of digitalisation
  • New services available
  • Clients’ new expectations

Session 3

The business model

  • Costs and revenues
  • The formula
  • KPI’s
  • Cross selling

Session 4

Client Profiling

  • Key components
  • Various types of clients
  • KYC
  • Adapting the etiquette and culture

Session 5

Private Client needs analysis

  • Private and business needs analysis
  • Retirement planning
  • Lifelong investing

Day 2

Session 1

  • Need based relationship
  • Need based vs. transactional
  • Long term view matters most
  • Generating value
  • Being a trusted advisor

Session 2

  • Managing the P&L
  • Sales pipeline management
  • Increasing the ROA
  • Time management

Session 3

  • Offering Asset Management Services
  • Risk profiling
  • The theory and the reality
  • The investment process

Session 4

  • Alternative Investments
  • Now a core asset
  • Private Equity
  • Hedge Funds
  • Other instruments

Day 3

Session 1

Estate Planning in a global context

  • Wealth analysis
  • Geographical and legal constraints
  • Wealth transmission
  • Tax optimisation

Session 2

Offering Estate Planning services

  • Overall picture
  • Special cases to be dealt with
  • The tools available

Session 3

The full private banking offering

  • Services to be delivered
  • Client segmentation
  • Regulatory aspects

Session 4


  • The importance of the network
  • Establishing the first contact
  • Dealing with gatekeepers

Session 5

Managing and Retaining the Client

  • Managing the client’s expectations
  • Setting up the frame
  • Dealing with the shortfalls
  • How to deliver bad news

Day 4

Session 1

  • Key components of a private banking service
  • Where are we now?

Session 2

What service do we want to offer?

  • What is offered on my market?
  • How do we stand? Where to go?
  • In-house or sub-contracted

Session 3

Where do we want to offer our services?

  • Branches
  • Online delivery
  • The mix

Session 4

Developing the business elsewhere

  • Opportunity analysis
  • Implications for the bank
  • Legal and regulatory constraints

Session 5

Brand management

  • How to communicate
  • Social networks
  • Considering the cultural differences

Day 5

Session 1

  • Building a Private Banking team
  • Skill-gap analysis
  • Sourcing the candidates
  • Understanding the roles needed for a team to work

Session 2

Hiring the team

  • Internal vs. external
  • An individual or a team
  • Evaluating the candidates
  • Analyzing proposed business models

Session 3

Managing a private banking team

  • Objectives
  • Incentives
  • The first 18 months
  • The shortfalls and the successes

Session 4

The business plan

  • Key elements
  • Costs and revenues
  • What are the limits of business planning?
  • The human bias

Session 5

Future pacing

  • The action plan
  • Implementing the learnings into reality
  • Establishing personal targets


Course fee: £4895+VAT

Why choose Euromoney Learning?

4.6/5 rating on course check for service

60,000 professionals trained across public courses

80+ countries where training is delivered

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Euromoney Learning

At Euromoney Learning, we understand that learning doesn’t start and end when you leave the classroom. We know that the financial markets never stand still, and that technology has both simplified and added complexity at a break-neck pace. That’s why...

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