The Face of Your Bank.
- Are your Private Bankers finding and signing new high net worth individual (HNWI) clients?
- Are they maximizing the potential of existing HNWI clients?
- Are they retaining and expanding their HNWI client base?
To your HNWI clients, your Private Bankers are your bank. In order to be successful, you need properly trained Private Bankers who can meet the Bank's sales goals. Achieving Private Banking Excellence will give your Private Bankers the skills they need to increase market and wallet share.
To find out how Achieving Private Banking Excellence can meet your training needs click here. Or call, toll free, 888.433.2666.
What’s The Course Like?
Achieving Private Banking Excellence begins with an overview of the Private Banking industry, and then addresses the tasks and responsibilities of Private Bankers. Participants learn a model for successfully communicating with coworkers and HNWI clients while providing outstanding sales and service. They learn how to sell Private Banking products and how to increase market and wallet share.
Achieving Private Banking Excellence 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, toll free, 888.433.2666.
What's Covered In The Course?
- Orientation to Private Banking
- Private Banking Products and Services
- HNWI Client Care
- Selling Private Banking Products and Services
- Analyzing and Segmenting Your Market
- Business Development
- Financial Analysis
- Portfolio Management
- Ethics
- Risk Management
- Compliance
What Are The Benefits?
- Increased sales.
- Increased HNWI client retention.
- Decreased risk.
For more information about Achieving Private Banking Excellence, 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, toll free, 888.433.2666.
What About the Bank's Policies and Procedures?
No problem. Our training program is fully customizable. We can include your products, your policies and your procedures.
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. When the Examiners ask, you can feel secure in the knowledge that your organization is compliant and that you can provide testing, tracking, reports and certification for each employee.
To learn more about becoming Banker's Academy Certified in Achieving Private Banking Excellence Contact one of our qualified representatives by clicking here. Or call, toll free, 888.433.2666.
Banks who bought this course also bought...
I was a new Private Banker, and this program taught me everything I needed to know to successfully sell and service my clients.
L. M.
Private Banker
Bank name withheld
