Outcomes
By the end of this training course, trainees will be able to :
- Assist in focusing on customer satisfaction and providing exceptional customer service by utilizing the
Kano model.
- Explain the primary private banking risk.
- Specify the main investment vehicles.
- Discuss the importance of diversification.
- Explain economic cycle and its effect on investment.
- Specify ethics and compliance.
Target Group
- Relationship managers who are employed by financial institutions (banks or investment firms) in the private banking or investing division.
- Employees who are looking to make a dramatic shift in their careers would benefit greatly from extensive training in private banking, investment analysis, and portfolio management.
Contents
- Kano Models of Customer Satisfaction.
- The Multi Generation Customers and Investment.
- The primary private banking risks.
- Fundamentals of Credit Analysis.
- The main investment vehicles.
- Money Market Instruments, Bond Fundamentals, Equity.
- The importance of Diversification.
- Bond & Equity Portfolio Management Strategies.
- Economic Cycle and its effect on Investment .
- Ethics and Compliance.
- Practical applications