It’s All About Relationships.
Wealth management is a fairly new financial discipline that arose out of the growing call for banks to meet the needs of High Net Worth Individuals (HNWIs). HNWIs are individuals who have a significant amount of funds at their disposal and do not feel that their goals can be met through standard banking products and services. Wealth management involves one-on-one interaction with clients to help them achieve their life-long financial goals. Wealth managers must develop a great relationship with their clients in order to be able to focus on the client’s needs, wants and goals.
Introduction to Wealth Management will provide the tools and the techniques for creating customized financial solutions for your high net worth clients. With this course, your employees will learn the importance of good investment strategies and how to combine solutions to satisfy your clients’ needs.
To find out how Introduction to Wealth Management can meet your training needs click here. Or call, +1.212.631.9400.
What’s The Course Like?
Introduction to Wealth Management is a comprehensive training program that teaches effective wealth management tools and techniques. The course covers the role of the wealth manager, wealth manager standards and skills, investment products and services and much more! Text, graphics and sound, coupled with interactive scenarios, motivate the learner while increasing comprehension and retention.
Introduction to Wealth Management may be deployed as eLearning, Blended or Classroom training, using instructor-led, computer-based and role-play techniques to prepare your people to excel at their duties.
To discuss which delivery method meets your training needs, contact one of our qualified representatives by clicking here. Or call, +1.212.631.9400.
What's Covered In The Course?
- What Is Wealth Management
- Client Segmentation
- Meeting the Challenges of HNWIs
- Wealth Manager Skills
- Wealth Manager Resources
- Performance Measurement
- Investment Products & Services
What Are The Benefits?
- Increased HNWI market share.
- Increased HNWI wallet share.
- Increased employee morale
- Increased sales.
- Increased client retention.
- Decreased risk.
For more information about Introduction to Wealth Management, or other programs like this, or to find out how The Edcomm Group Banker's Academy can customize any training program, contact a representative by clicking here. Or call, +1.212.631.9400.
Your Policies. Your Procedures.
Introduction to Wealth Management is fully customizable. Our modular approach, combined with our experience with bank customers, products, policies and procedures, allows us to quickly and efficiently create training specifically tailored to what your people need to know to achieve great relationships at the Bank.
Testing, Tracking, Reports And Certification.
Administration and recordkeeping is easy through Learning Link®, Edcomm's own Learning Management System (LMS), or through any third-party LMS.
To learn more about becoming Banker's Academy Certified in Introduction to Wealth Management Contact one of our qualified representatives by clicking here. Or call, +1.212.631.9400.
Banks who bought this course also bought...
“This program helped me to better understand my UHNW clients – what they're interested in, what they buy, how they like to invest – allowing me to better serve them.”
F. T.
Relationship Manager
Bank name withheld
