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FINANCIAL MARKET COURSES

Private Wealth Management – Banking & Deposit Services

This course looks at the key services provided by private banks and wealth management firms in the areas of deposit-taking and transaction banking. It also explores the range of banking and other wealth services to high net worth clients who live and work abroad or have substantial business dealings overseas.

  • OBJECTIVES

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

    Identify the key deposit-based products offered by private banks and wealth management firms

    List the key transaction banking services required by private wealth clients

    Recognize the importance of international banking services for high net worth clients who live and work abroad

  • COURSE OUTLINE

    Topic 1: Deposit-Taking Services

    Overview of Deposit Products

    o Call Deposit Accounts

    o Term Deposits

    o Savings Accounts

    Capital Market Instruments

    o Government Bonds & Notes

    o Bank Bills of Exchange

    o Negotiable Certificates of Deposit (NCDs)

    o Commercial Paper (CP)

    o Bespoke Products

    Cash Broking & Other Services

    Topic 2: Transaction Banking & Payment Services

    Overview of Transaction Banking & Payment Services

    Checking Accounts

    Overdraft Facilities

    Cash Management Accounts (CMAs)

    Internet Banking

    Telephone Banking

    Topic 3: International Banking & Wealth Services

    Overview of International Banking Services

    International Transaction Services

    Domestic & Foreign Deposit Services

    Other International Banking Services

  • PREREQUISITE KNOWLEDGE

  • ESTIMATED COMPLETED TIME

    60 Minutes

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