The Role of a Private Banker

$95.00

SKU: 11136-1 Category: Tag:

Description

This course introduces the role of a Private Banker and emphasizes the importance of holistic wealth management advice. Get an overview of the knowledge and skills Private Bankers need to be successful, as well as what clients expect from their Private Banker.

Additional information

Topic

Wealth Management Training

Length

23 minutes

Member Price

95

Non-Member Price

135

Location

Online Self-Paced

Course Code

ABA

Vendor

ABA

Sub Topics

Trust & Investments, Wealth Management

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