Private Banking & Wealth Management - An Introduction

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This course looks at the fundamentals of private banking and wealth management, including the key drivers of the industry, the main market players, and the various products and services that are offered to HNW clients. The course will look at how private banking and wealth management have developed into highly profitable businesses by offering a wide range of solutions available to clients. 

Audience

Private Bankers and other relationship officers with responsibility for serving the high-net-worth clients who want to develop a deeper understanding of the nature and characteristics of private banking, opportunities to differentiate service levels, solutions that attract private banking clients and the product mix required to sustain this profitable client segment.

Learning Objectives

After completing this course, students will be able to:

• explain the concepts of private banking and wealth management, and the key drivers of the industry outline the role of the main market participants and how they interact with each other
• describe the services and products offered by private banks and other wealth managers
  

Questions? Please contact training@aba.com for more information.