Southeast Regional Center for Financial Training, Inc.

ABA Private Banking & Wealth Management – An Introduction

HOME

This course looks at the fundamentals of private banking and wealth management, including the key drivers of the industry, the main market players, and the various products and services that are offered to HNW clients. The course will look at how private banking wealth management have developed into highly profitable businesses by offering a wide range of solutions available to clients

Delivery Options

Self-Paced Online.

Audience

.Private Bankers and other relationship officers with responsibility for serving the high-net-worth clients who want to develop a deeper understanding of the nature and characteristics of private banking, opportunities to differentiate service levels, solutions that attract private banking clients, and the product mix required to sustain this profitable client segment.

Enrollment Form

Download and print an enrollment form from here, complete and fax to 904-354-1834