Why Do You Need Wealth Manager Training?
- Are your Wealth Managers finding and signing new clients?
- Are they maximizing the potential of existing clients?
- Are they retaining and expanding their client base?
Wealth Management is a critical business to the Bank, and your Wealth Managers are your clients’ primary contact. In order to be successful, you need properly trained Wealth Managers who can meet the Bank's sales goals. Achieving Wealth Manager Excellence for Kenya will give your Wealth Managers the skills they need to increase market and wallet share.
To find out how Achieving Wealth Manager Excellence for Kenya can meet your training needs click here. Or you can call us toll free at 888.433.2666, internationally at +1.212.631.9400, or email support@bankersacademy.com.
What’s The Course Like?
Achieving Wealth Manager Excellence for Kenya begins with an overview of the Kenya wealth management industry, and then addresses the tasks and responsibilities of Wealth Managers. Participants learn a model for successfully communicating with coworkers and clients while providing outstanding sales and service. They learn how to sell wealth management products and how to increase market and wallet share.
Achieving Wealth Manager Excellence for Kenya 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. You can also call us toll free at 888.433.2666 or internationally at +1.212.631.9400.
What's Covered In The Course?
- Orientation to Wealth Management
- Wealth Management Products and Services
- Client Care
- Selling Wealth Management 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 client retention.
- Decreased risk.
For more information about Achieving Wealth Manager Excellence for Kenya, 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 you can call us toll free at 888.433.2666, internationally at +1.212.631.9400, or email support@bankersacademy.com.
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 Wealth Manager Excellence for Kenya Contact one of our qualified representatives by clicking here. Or call, +1.212.631.9400.
Banks who bought this course also bought...
“Our wealth managers have done an excellent job growing their clients’ finances and made the Bank even more profitable. They learned new skills from the training program that they didn’t previously possess, and it has helped them to better service our customers and the Bank.”
G. L.
Bank name withheld
