Key client management is an expertise in the private bank. The private banker must have a robust knowledge about how to interest with his / her clients. This includes understanding the various asset categories. A seamless interaction between the private banker and the wealth manager is required, based on mutual respect and understanding the client’s real needs and situation.
Key parameters in private banking are changing. Competences such as behavioral finance and macro-political insights are increasingly called for. And, the fee structure is changing –becoming increasingly performance-based. The often outstanding quality of innovative services in this sector is now key. The banking industry has become extraordinarily dynamic and requires more innovation than ever.
This module shall give insights on the latest in private banking.
- Understand faster the needs of the modern wealthy customer
- Reflect on the revised role of the banker’s incentives – less on transactions to the individual, more on performance
- Understand the importance of confidence- and relationship-building
- Explore new ways to create value for clients – better asset-picking, active trading, step-less practices
- Understand why transparency is all – combined with superior professionalism.
Private bankers should take this program, and so should all those who want to strengthen their skills and their capacity for innovation in private banking. Chief Financial Officers, Pension Fund Managers and other finance executives would also benefit. This also includes managers of family offices as well as investors.
Martin Hellmich
Faculty for Wealth and Risk Management at the Lorange Institute...
Fees for the program: CHF 3'000.-
Take advantage of this opportunity and register today for one the sought-after seats in this program – Simply complete the form on this site.
You would like to continue with your education; however, you are still hesitant to take the big step associated with a master degree?
Complete this form and order the information material about our study programs. It is free of charge
One of the Lorange innovations is the modular structure of master programs. You can book each module of the master program individually.
Should you start a master's course after having attended one of our modules, all the credits awarded can be transferred to our master programs and the fee for this module will be fully refunded.