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Private Banking & Wealth Management

Euromoney Learning, In London
5 days
5,295 GBP
Next course start
10 July, 2023 (+2 start dates)
5 days
5,295 GBP
Next course start
10 July, 2023 (+2 start dates)
This provider usually responds within 48 hours 👍

Course description

Private Banking & Wealth Management

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

10 July, 2023

  • Classroom
  • London

16 October, 2023

  • Classroom
  • London

Training content

Day 1

  • The new paradigms of the Private Banking industry
  • Digitalisation and Private Banking
  • The business model
  • Client Profiling
  • Private Client needs analysis

Day 2

  • Need based relationship
  • Managing the P&L
  • Offering Asset Management Services
  • Alternative Investments

Day 3

  • Estate Planning in a global context
  • Offering Estate Planning services
  • The full private banking offering
  • Prospection
  • Managing and Retaining the Client

Day 4

  • Where are we now?
  • What service do we want to offer?
  • Where do we want to offer our services?
  • Developing the business elsewhere
  • Brand management

Day 5

  • Building a Private Banking team
  • Hiring the team
  • Managing a private banking team
  • The business plan
  • Future pacing


Course fee: £5295+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
8 Bouverie Street
EC4Y 8AX London

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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