Private Banking and Wealth Management

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.