P200826WNA

Certified Private Banker Level 1 - Client Relationship Management

Programme Scheme : IBF-STS and, Core FAA / SFA CPD


Programme Title Certified Private Banker Level 1 - Client Relationship Management
Programme Scheme IBF-STS and, Core FAA / SFA CPD
Training Provider Wealth Management Institute Limited
Purpose of Programme

Amidst the wealth management transformation driven by changes in technology, regulations, demographics and heightened competition, there is now a greater need to be well-grounded in client management skills to successfully manage HNW client relationships. This module seeks to improve your ability to deliver a positive experience in all key stages of the HNW client journey from prospecting, on-boarding, advising and conducting on-going periodic reviews. This is a capstone integrating all modules within the level 1 programme.

Programme Website http://wmi.edu.sg
Programme Prospectus Click here to download file
Type of Programme Training & Assessment
Industry Segment Private Banking and Wealth Management
Location of Training
Training Duration/ CPD Hours: Total: 15 Hr(s)
2 Full Day(s) over 1 Month(s)

Core FAA CPD: 4 Hr(s)
Core SFA CPD: 4 Hr(s)
Name of Contact Person: Ethel Lim
Designation Programme Manager
DID 96277937
Email ethellim@wmi.edu.sg
Skills Category Skills and Competencies Proficiency Level
A. Business Development and Strategy Management A3. Business Negotiation 3
A. Business Development and Strategy Management A4. Business Opportunities Development 3
B. Customer Relationship and Stakeholder Management B1. Account Management 3
B. Customer Relationship and Stakeholder Management B5. Customer Experience Management 3
B. Customer Relationship and Stakeholder Management B6. Customer Relationship Management 3
B. Customer Relationship and Stakeholder Management B8. Networking 3
B. Customer Relationship and Stakeholder Management B11. Service Challenges 3
H. Risk Management, Governance and Regulatory Compliance H8. Customer Acceptance Checking and Onboarding 4

Find out more