P200826EJY

Certified Private Banker Level 2 - Client Relationship Management

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


Programme Title Certified Private Banker Level 2 - Client Relationship Management
Programme Scheme IBF-STS and, Core FAA / SFA CPD
Training Provider Wealth Management Institute Limited
Purpose of Programme

Client advisors work in an environment of increasing client expectations and client sophistication. Through effective client segmentation, management of the client book, and optimising resources, you will develop business plans, acquire more assets to manage and build sustainable long-term relationships. The module will also address how you can better use joint calls and manage difficult client conversations during volatile, unpredictable, complex and ambiguous situations.

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: 19 Hr(s)
2 Full Day(s) over 3 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 4
A. Business Development and Strategy Management A4. Business Opportunities Development 4
A. Business Development and Strategy Management A6. Business Planning 3
B. Customer Relationship and Stakeholder Management B1. Account Management 4
B. Customer Relationship and Stakeholder Management B3. Customer Acquisition Management 4
B. Customer Relationship and Stakeholder Management B5. Customer Experience Management 4
B. Customer Relationship and Stakeholder Management B8. Networking 4
B. Customer Relationship and Stakeholder Management B11. Service Challenges 4
E. Investment and Financial Management E10. Client Investment Suitability 4

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