Your Most Important Clients.
Wealth Management and Private Banking are the most profitable sectors of any Retail Bank. Therefore, providing your ultra-high-net-worth-individual (UHNWI) clients with superior sales and service is critical to the Bank's success.
Because UHNWI clients have very different lives from your Relationship Managers, your Relationship Managers must know how to act appropriately with UHNWI clients. This training curriculum will teach your Relationship Managers all they need to know to be comfortable interacting with clients at the ultra-high-net-worth level, allowing your Relationship Managers to better sell and service your most important clients.
What's Covered In The Course?
- Who Are Our Clients
- UHNWI Demographics
- Client Sources
- Meeting the Challenges of UHNW Clients
- People are People
- Why Them (And Not Me)?
- What Makes UHNWI Different?
- The Interests of UHNWI
- Fine Art
- Luxury Autos
- Yachts
- Private Planes
- Antiques
- Mansions and Architecture
- Strategies for Staying Current
- Attitude is Everything
- Knowing Your Role
- First Impressions
- Critical Communication Skills
- Communication Settings
What Are The Benefits?
- Increased UHNWI market share.
- Increased UHNWI wallet share.
- Increased employee morale.
For more information about this training curriculum, 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.
Program Delivery
The Wealth Management Training Curriculum may be delivered through:
- Seminars
- Workshops
- Self-Paced Workbooks
- eLearning (including Learning Management System)
- Documentation and Reference
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.
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
