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A Provider of AIB Products Private Banking & Wealth Management - Relationship Management |
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Course Description: This course looks at how private bankers and other wealth managers maintain their business by acquiring, developing, and retaining clients. This point of contact is the relationship manager who facilitates the client's use of the institution's financial services and products. Client acquisition and retention is one of the main issues facing the wealth management industry today and is the focus of the course material. Audience: Private Bankers and other relationship officers with responsibility for serving the high-net-worth clients who want to develop a deeper understanding of the nature and characteristics of private banking, opportunities to differentiate service levels, solutions that attract private banking clients and the product mix required to sustain this profitable client segment. Learning Objectives: After successfully completing this program, you will be able to: • Outline the key role of a relationship manager in the private banking and wealth management industry • Describe the factors involved in developing and retaining client relationships • Explain the importance of developing and retaining client relationships Course Credits: None Prerequisites: None Required Software: None Optional Software: Adobe Acrobat Reader and RealPlayer Cost: Members $135 • NonMembers $180  Forms Page ... Registration ... Requests ... WithdrawalPBA Contact: Jackie Catalano • (717) 255-6939 • jCatalano@paBanker.com |
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