• Wealth Management Training

Target Audience: Relationship Officers & Managers

Date: 11th - 13th July 2022

Mode: In Person

Duration: 3 Days

Cost: Ksh 52,800 PP

This workshop introduces the concept of wealth management to banking professionals. It provides the requisite knowledge and a call to develop skills to identify premium clients, provide suitable products for them and manage the accounts successfully for the bank’s business growth and the client.

Workshop Objectives

On the successful completion of this workshop; the learners should be able to:

  • Identify priority and premium clients in the bank
  • Demonstrate the requisite personal and customer management skills for successful wealth managers
  • Outline various product solutions available in the bank for the priority clients
  • Prescribe best-fit products to the bank clients

Proposed content

  • Emotional Intelligence/Communication (verbal Nonverbal) /Interpersonal skills for bankers
  • Customer Segment /evaluation in the bank & Importance
  • Organization’s culture/Brand representation
  • Product skills/Customer centricity in the bank
  • Personal & Communication skills (including Empathy, active listening, selling)
  • Risk management for various customer segments in the bank
  • Legal & Regulatory framework for wealth management.