道明诚教育金融培训--专业提供CFA培训,FRM培训,企业内训及投资理财培训旗舰品牌! 道明诚教育金融培训--专业提供CFA培训,FRM培训,企业内训及投资理财培训旗舰品牌!
    关于我们 |内训课程 |公开课程 |师资团队 |返回首页
咨询热线:021-52300567,52300568,52300560

理财规划系列之《私人银行运营与营销实务课程》

 
                                    

简述:本课程是针对服务于个人金融高端客户的业务人员和业务管理人员量身定做的国际标准的精品课程,从市场的基本概念,基本素养和基本规则讲起,贯穿专业营销服务流程,如何识别客户的风险类别,全面的产品概览到国际现金标杆的旗舰模型的全息营销服务环节,课程极具实用价值,尤其针对中国目前高端理财服务市场的开发和维护人才的培养可谓是“如虎添翼”。

形式:内训或公开课

时间:3—5天(根据具体需要和要求进行灵活调节)

参训人员:各银行、保险、证券、基金、信托等金融机构的理财业务人员和业务管理人员等。

课程价值:全面掌握为高端客户进行理财营销和服务的专业技能和技巧.深入了解和体验国际先进高端理财服务的精髓并具体化到实际的工作中去,大幅提升高端理财业务人员的综合专业素质和业务发展实力。

课程主要内容:
· 私人银行客户服务礼仪
· 私人银行客户营销和市场开拓
· 财富管理概览
· 专业的理财流程
· 如何衡量投资风险和客户风险承受度
· 了解你的客户:重要性和技巧
· 共同基金行业综述
· 另类投资产品概览
· 信托在财富管理的角色
· 结构性产品概览
· 瑞士银行概览及在财膏管理的角色
· 财富管理中的资产配置

 

Introduction: This curriculum is designed to serve high-end customer service personnel and managers, which attains international standards. The curriculum will start from basic concepts, basic spirits and basic rules of markets, then teach marketing professional processes, how to identify clients' risk classification and comprehensive products overview. The curriculum is full of practical value, especially for training current high-end financial planning service personnel in China.

Form: Inner-Training or Public Class

Time: 3-5 days[flexible adjusted according to practical need]

Training Personnel: Financial Planning service personnel and managers in banks, insurance corporation, security companies, funds, and trust institutes.

Curriculum Value: Comprehensively grasp professional skills of financial planning marketing and service for high- level clients, deeply understand and experience the essential of international advanced high-end financial planning service, and further specify it to practical work, promote comprehensive professional quality and development strength of high-level financial planning service personnel.

Main Curriculums:
· Private bank customer service etiquette
· Private bank customer marketing and market development
· Wealth management overview
· Professional financial planning processes
· How to measure Investment risk and the risk ability of clients
· Understand your clients: Importance and skills
· Overview of mutual fund industry
· Overview of alternative investment products
· Influence of trust in wealth management
· Overview of structured products
· Overview of Swiss Bank and it's Influence in wealth management
· Asset allocation In wealth management
  道明诚教育金融培训--专业提供CFA培训,FRM培训,企业内训及投资理财培训旗舰品牌!
曾服务机构

曾服务机构
CFA-道明诚教育CFA培训中心--中国CFA培训品牌!
版权所有 道明诚教育金融培训
Copyright 2002-2008 DMC-edu.com. All Rights Reserved
电话:(86-21)-52300567,52300568,52300569 热线:400-700-8858
公司地址:上海市徐汇区番禺路667号交大南洋实业大楼5楼E座(近淮海西路)公司地图