The focus of this program is to enhance the skills and techniques of experienced private bankers. It focuses on what bankers can do, as consistent with compliance requirements and current regulations, and helps develop broader wealth management relationships with the “right clients,” by selling them the “right products” the “right way.”
Who Should Attend:
This certificate was designed for private bankers, relationship managers and bank management, the ideal candidate having at least 3 years of experience in private banking.
Upon completion, you will become a better contributor to your organization by expanding your knowledge and sharpening your AML knowledge, problem-solving skills and salesmanship that helps you build client loyalty to you and your organization.
Language: English & Spanish
Delivery Method: In person