Training Course:Private BankingSchool/Trainer:BPP Professional Education
London, United Kingdom
Course Format: Classroom | E-learning | Virtual Class | Online | On-site | Blended | Self-paced
Course Description:
'' This course will benefit those new to the industry, giving a relevant and practical insight into private banking and wealth management, from a UK and global perspective.
Overview
This two-day course is designed to give an introduction to the ever-evolving private banking market, its trends and the challenges it faces.
Learning outcomes include obtaining a greater understanding of:
Private Banking - An Introduction
What is private banking?
Who are the key participants in the market?
Global industry statistics
Private Banking Clients
Who are they?
Client segmentation
Client Relationship Managers (CRMs)
Know Your Customer(KYC)
Services of the Private Bank
Cash management
Deposits & loans
Asset management - discretionary and advisory
Securities brokerage
Retirement planning
Tax and trust advisory services
Products Provided by the Private Bank - an overview of:
Securities - equities and bonds
Derivatives
Structured products
Collective investment schemes
Hedge funds
Private equity
Alternative investments
Risk Management and Compliance
Value at risk (VAR)
Reputational risk
Money laundering and banking secrecy
Basel II
EU Savings Directive
...''
Please go to the school's official website for training price and schedule:
http://www.bppprofessionaldevelopment.com/
Phone:0845 226 2422
School Address:
BPP Professional Education
Professional Development Division
1 Procter Street
Holborn
London
WC1V 6DW
UK
Jobs & Resumes: London
Houses & Roommates: London
Other training courses offered by BPP Professional Education:
Bond Markets
Convertible Bonds
Securitisation
Syndicated Lending
Loans Administration
Venture Capital & Private Equity
Valuation Techniques
Project Finance
Corporate Finance for Support Staff
Corporate Finance
Notice: The course description on this page was captured from the Internet as historical reference or submitted by visitors. It was archived statically and not updated from day to day.
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