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Private Banking

Private Banking in the digital era

This course is designed to discuss the latest developments in private banking, including the impact of AI, in an increasingly complex world.

500 learners trainedEnglish

Offered by Welkin

Course overview

What you'll learn

  • Better understand the needs of their clients
  • Incorporate the latest developments in the market
  • Understand the impacts of AI in the relationship with the client
  • Develop and improve selling and relationship style
  • Be a trusted advisor
  • Avoid being commoditised

Course content

4 sections · 0 modules

Session 1: The new paradigms of the Private Banking industry • Latest innovations • Impact of the new regulations • Is off-shore private banking dead? • Discussion Session 2: Digitalisation and private banking • The two dimensions of digitalisation • Impacts of artificial intelligence • New services available • Clients’ new expectations • Discussion: how is this affecting the relationship with my clients? Session 3: The business model • Costs and revenues • The formula • KPI’s • Cross selling Session 4: Client profiling • KYC and other key components • Various types of clients • Adapting the etiquette and culture • Exercise: the perfect client profile Session 5: Truly understanding the needs • Private and business needs analysis • Retirement planning • Lifelong investing • Case studies: Profiling and needs’ analysis of four different clients

    Who it's for

      Offered by

      Welkin
      500 learners trained

      A training provider on The Training Marketplace. View their full profile to see trainers, reviews and other courses, then enquire directly.

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