The Face of Your Bank.
- 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?
To your clients, your Wealth Managers are your bank. In order to be successful, you need properly trained Wealth Managers who can meet the Bank's sales goals. Achieving Wealth Manager Excellence will give your Wealth Managers the skills they need to increase market and wallet share.
To find out how Achieving Wealth Manager Excellence can meet your training needs click here. Or call, toll free, 888.433.2666.
What’s The Course Like?
Achieving Wealth Manager Excellence begins with an overview of the 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 may be deployed as eLearning, Blended or Classroom training, using instructor-led, computer-based and role-play echniques 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 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, 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 Wealth Manager Excellence Contact one of our qualified representatives by clicking here. Or call, toll free, 888.433.2666.
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Achieving Wealth Manager Excellence is a great program that easily gets new Wealth Managers ready and able to provide outstanding sales and service to our clients.
C. M.
Wealth Manager Supervisor
Bank name withheld
