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FINANCIAL MARKET COURSES

Private Wealth Management – Clients

This course introduces and defines the concepts of private banking and wealth management. It identifies the general activities of private banking and wealth management businesses, the different types of business and their value proposition, and the various fee structures and revenue models. The course also outlines the evolved history and current trends in the industry.

  • OBJECTIVES

    On completion of this course, you will be able to:

    Define the rationale for classifying and grouping wealth management clients

    Recognize the need to define and group clients with like characteristics, and understand the service offerings to each client group in the customer wealth “pyramid”

    Identify the spectrum of client styles and attitudes to private wealth management being a range from the most independent and self-directed person to the client needing a full private wealth management support service

  • COURSE OUTLINE

    Topic 1: Client Segmentation

    Client Complexity & Wealth Management Services

    Client Segmentation

    o Criteria

    o Risks

    Client Categories & Service Levels

    Client Wealth Classification Pyramid

    o Affluent

    o High Net Worth (HNW)

    o Very High Net Worth (VHNW)

    o High Ultra Net Worth (UHNW)

    Family Offices

    Segmentation Policy & Client Identity

    Topic 2: Client Types

    Client Professions & Sources of Wealth

    Executives

    Business Owners & Entrepreneurs

    o Private Banking Needs

    Professional Athletes

    Entertainers

    Medical & Legal Practitioners

    Expatriates

    Inheritors

    Gatekeepers, Influencers, & Referrers

    Topic 3: Client Perspectives, Attitudes, & Orientation

    Family & Business Needs of Clients

    Meeting the Family Needs of Clients

    Client Financial Lifecycles

    Client Wealth Management Attitudes & Orientation

    o Self-directed

    o Collaborator

    o Delegator

    o Philanthropist

    o Trends

  • PREREQUISITE KNOWLEDGE

  • ESTIMATED COMPLETED TIME

    60 Minutes

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