Private Banking & Wealth Management

Euromoney Learning
Training overview
Professional Course
5 days
From 5,295 GBP

Start dates
5,295 GBP

5,295 GBP

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.

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

About Euromoney Learning

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...

Read more and show all training delivered by this supplier

Contact this provider

Fill out your details to find out more about Private Banking & Wealth Management.

  Contact the provider

  Get more information

  Register your interest

Country *

Contact info

Euromoney Learning

8 Bouverie Street
EC4Y 8AX London

 Show phone number

Request Information

Have a question about this course? Fill out this form and the provider will get in touch with you shortly

View again
Supplier Directory
Join our Supplier Directory to:
- Gain Traffic
- Get Noticed
- Showcase Your Services
- Free Listing Available