P200826CTZ

Client Relationship Management

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


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

Course Description and Scope The ability to interact with a client, understand their needs, and have a long lasting relationship is critical to be a successful wealth manager. This course covers the critical skills required to acquire and build sustainable relationships. It is designed with the objective of achieving a clear understanding of what constitutes a successful client management strategy. The use of role plays and class simulations will be incorporated into the session to provide participants with the opportunities to practice what they have learnt. Topics include a framework for establishing rapport and techniques for enhancing trust with clients, proven techniques for more effective negotiations, strategies to managing the pipeline, identifying opportunities and expanding connections. The course also covers understanding client segmentation, adopting an entrepreneurial approach to building a client book and how to leverage on internal resources to help your clients. Course Learning Objectives By the end of this course, students will learn the skills required to build sustainable client relationships. Topics will cover: 1. Building Client Relationships 2. Role Plays and Class Simulations 3. Establishing Rapport 4. Effective Negotiation 5. Identifying Opportunities 6. Client Segmentation Analysis

Programme Website http://www.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: 19.5 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: Nathan Ong
Designation Senior Lead Programme Manager
DID 69945614
Email nathanong@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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