This comprehensive course provides in-depth knowledge of private banking and wealth management services, focusing on the strategies and techniques used to serve high-net-worth individuals and families. Participants will learn about investment management, estate planning, tax optimization, and the unique client relationship dynamics in private banking. The curriculum covers portfolio construction, alternative investments, family office services, and the regulatory environment governing wealth management. Through case studies and practical exercises, learners will develop the skills to provide sophisticated financial advice and build long-term relationships with affluent clients.
Private Banking and Wealth Management
Banking, Insurance and Financial Services
October 25, 2025
Introduction
Objectives
Upon completion of this course, participants will be able to:
- Develop comprehensive wealth management plans
- Manage investment portfolios for high-net-worth clients
- Implement estate and tax planning strategies
- Navigate regulatory requirements in private banking
- Build and maintain client relationships
- Structure alternative investment solutions
- Provide family office services
- Manage multi-generational wealth transfer
- Develop business development strategies
Target Audience
- Private Bankers
- Wealth Managers
- Financial Advisors
- Relationship Managers
- Investment Professionals
- Family Office Staff
- Trust Officers
Methodology
- Wealth planning case studies
- Client scenario role-playing
- Investment strategy workshops
- Estate planning exercises
- Regulatory compliance scenarios
- Business development simulations
Personal Impact
- Enhanced wealth management skills
- Improved client advisory capabilities
- Stronger technical knowledge
- Better relationship building abilities
- Enhanced business development skills
Organizational Impact
- Increased assets under management
- Enhanced client satisfaction
- Improved cross-selling ratios
- Reduced compliance risks
- Increased profitability
Course Outline
Unit 1: Private Banking Overview
Industry Fundamentals- Private banking market structure
- Client segmentation strategies
- Service delivery models
- Competitive landscape analysis
Unit 2: Investment Management
Portfolio Strategies- Asset allocation for wealthy clients
- Alternative investments selection
- Concentrated position management
- Performance measurement and reporting
Unit 3: Estate Planning
Wealth Transfer- Trust structures and applications
- Estate tax minimization strategies
- Philanthropic planning
- Business succession planning
Unit 4: Tax Optimization
Tax Efficiency- Income tax planning strategies
- Capital gains tax management
- International tax considerations
- Tax-efficient investment structures
Unit 5: Client Relationship Management
Service Excellence- Client acquisition strategies
- Relationship building techniques
- Cross-selling opportunities
- Client retention programs
Unit 6: Family Office Services
Comprehensive Solutions- Single family office structures
- Multi-family office operations
- Concierge services management
- Next generation education
Unit 7: Regulatory Environment
Compliance Framework- Wealth management regulations
- Fiduciary responsibilities
- Anti-money laundering requirements
- Cross-border compliance
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