Private Banking & Wealth Management

Private Banking & Wealth Management



Agenda

Day 1
Time Session Content
09:00 – 10:30 Introduction to the Wealth Environment The session covers updates on the global economy, key drivers of wealth creation, how HNIs distribute their wealth, business & economic cycle indicators, weallth distribution
10.30 – 11.15 Wealth Advisory The session provides a comprehensive insight to the trends, challenges and opportunities in the industry. It gives an appreciation of the various client segments of the wealth management and what it takees for a client advisor to successfully move up this continuum.
11:15- 11.30 Tea Break
11.30- 13:00 Investment Planning The key portfolio management concepts and importance of client needs analysis are covered in detail, taking into account different client profiles. Participants also learn how portfolio construction and asset allocation work in practice through the use of a case study.
13.00 – 14.00 Lunch
14.00 – 15.45 Investment Products Equities, Fixed Income, Alternative Investments, Mutual Funds, Real Estate, Structured Products, Commodities, PMS, AIFs
15.45 – 16.00 Tea Break
16.00 – 17.30 Trust, Tax & Estate Planning Each life stage of a client poses unique challenges and opportunities. Understanding is key to designing wealth planning solutions which incorporate the client’s needs and values. Participants will learn how to engage clients and their families to help them attain their long term objectives of wealth preservation, inter-generational wealth transfer and succession planning.
Day 2
09.30 – 11.15 Building a Sustainable Portfolio through Effective Account Management Critical account management skills such as developing an account plan, setting client KPIs, developing strategies for effective client coverage and managing opportunities will be shared, including strategies for deepening relationships and how to grow and build a mutually rewarding and sustainable trust-based relationship.
11.15 – 11.30 Tea Break
11.30 – 13.00 Winning the Family Business/ Family Office Clients This session provides participants with all the information they need to be able to prepare themselves to cater to this ultra-important segment
13.00 – 14.00 Lunch
14.00 – 15.30 Networking: Client Acquisition & On-boarding Knowledge and skills such as uncovering client’s needs through effective questioning and probing, articulation of value proposition, networking and referral, etc., will be covered. Case studies and role plays allow participants to practise and be assessed in their understanding and application.
15.30 – 15:45 Tea Break
15:45 – 17.00 Managing Client Relationships This session teaches the intricacies of developing, expanding and sustaining a successful relationship with clients. Practical methods such as a regular communication and feedback plan, maintaining a record of client’s preferences, periodically adjusting client’s profiles, etc., will be shared.
17:00- 18.00 Image Management The session will cover dos and donts for creating a superior brand image for the wealth advisor

 

Faculty


Fee

AIWMI Members-  Rs. 11800

Non-members – Rs. 23600

*Fees is Inclusive of GST

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