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
موظفو كابيتال بنك-
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 and equity portfolio management strategies.
- Economic cycle and its effect on Investment .
- Ethics and compliance.
- Practical applications.