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eLearning Course Catalog
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AIB Overview
Trust
Curriculum
Private Banking & Wealth Management - An Introduction
- ABA eLearning
Price: $203 members; $270 non-members
Print Registration Form Enroll
Online
Duration: 90 minutes
Course Description: This course looks at the fundamentals of
private banking and wealth management, including the key drivers of the
industry, the main market players, and the various products and services
that are offered to High New Worth clients. The course will look at
how private banking and wealth management have developed into highly
profitable businesses by offering a wide range of solutions available to
clients.
Audience:
Private Bankers and other relationship officers with responsibility for
serving the high-net-worth clients who want to develop a deeper
understanding of the nature and characteristics of private banking,
opportunities to differentiate service levels, solutions that attract
private banking clients, and the product mix required to sustain this
profitable client segment.
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Learning Objectives:
After completing this course,
students will be able to: |
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Explain
the concepts of private banking and wealth management, and the key
drivers of the industry
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- Outline the role
of the main market participants and how they interact with each other
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- Describe the
services and products offered by private banks and other wealth
managers
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For further information,
please call 212-297-1679 or elegg@nyba.com.
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