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.
What You’ll Learn
After completing the course, you will be able to:
- Define private banking
- Describe the role of a Private Banker
- Explain how private banking benefits clients
- Explain what clients expect from Private Bankers
- List the areas of expertise that contribute to the success of a Private Banker