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CLIENT ADVISORY
 
     
  Summary Description  
  With this workshop, participants broaden and enhance their skills in building more business with clients through a better understanding of the scope and key elements of the global wealth management process and business.  
     
  Methodology  
  Presentations, case studies, group work and classroom discussion  
     
  Target Audience  
  All private client relationship managers and their supervisors  
     
  Main Topics  
 
Clients: who are they and what do they want?
Reason and challenges for creating client portfolio plan
Reference and structure for ongoing/future client interaction
Customer investment needs and objectives identification
Key Success Factors: which organizations are successful and why?
Investment risk/return – efficient frontier, beta vs. alpha, asset classes
Global macroeconomics and the business cycle: impact on asset classes
   and currencies
Players in the wealth management game: financial institutions, asset
  managers, intermediaries/advisors
  Behavior of asset classes and currencies in the economic cycle: inflation,
   interest rates, economic growth, recession
Managing risks: client, product/operational, advisory, reputational, credit
   and business
Advisory tools for client acquisition: identification, approach, dialogue,
  investment planning, closing
Global investment products: model portfolios, structured products, discretionary
   management, hedge funds, private equity, mutual funds, ETFs
Global portfolio plan segments: economic / market outlook, risk / return profile,
   target return / risk, asset class & geographic weights
 
       
 
  Duration  
  3 days  
     
   
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SPECIALTY AREAS
Retail and Consumer Banking
Commercial Banking
Corporate and Investment Banking
Wealth Management
Treasury and Transaction Banking
Risk Management
Sales and Relationship Management
Financial Institution Management
Sustainable Finance
Leadership and Management
TRAINING
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