Private Banking Tools for Building Customer Loyalty
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This course has been designed for private bankers and advisors with the objective of gaining the skills and under standing to formulate client-driven and innovative strategies. This course will enhance a better understanding of your client relationship skills and effectiveness in managing wealth of UHNWI (Ultra High Net worth Individuals). The will bring each delegate up-to-date with basic concepts relating to trusts, foundations, investment funds and insurance products, and on t ax issues that these structures present to families from different jurisdictions. The course will be delivered with clarity and there would also clarity on complex concepts.
Lębork Course Duration: 3 DaysEnquire | Book for this Course
This course has been designed for private bankers and advisors with the objective of gaining the skills and under standing to formulate client-driven and innovative strategies. This course will enhance a better understanding of your client relationship skills and effectiveness in managing wealth of UHNWI (Ultra High Net worth Individuals). The will bring each delegate up-to-date with basic concepts relating to trusts, foundations, investment funds and insurance products, and on t ax issues that these structures present to families from different jurisdictions. The course will be delivered with clarity and there would also clarity on complex concepts.
Lębork Course Duration: 3 DaysEnquire | Book for this Course