2 Day Masterclass Advanced Wealth Management & Private Banking | Terrapinn Training
2 day Masterclass

Advanced Wealth Management



Dubai, 14-15 Dec 2016


The advanced 2-day course builds on the 3-day foundation course and will focus on the specifics of WMP (Wealth Management Products), alternative product choices and structured products.

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develop new skills

Develop key management and relationship management skills that will enable you to profitably run a private banking business

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expand your knowledge

Experience the dynamics of running a (single or multi-) family office

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address key challenges

Become familiar with the challenges of anti-money laundering legislation and related issues

focus on relationship management, customer retention and market and client development. 

The course will also focus on the relationship management dynamics and ‘retaining of the customer’ aspects, the private banking team aspect and the commercial development of new products, clients and markets. Specific issues related to running a (single or multi- family) office are closely examined. ​

Finally there will be room for specific legal issues as ‘anti-money laundering regulation’ and the likes. We close the course with a look at what the private banking market is likely to bring going forward.

This is a highly interactive training combining presentations, group debates and group works for case studies to enhance the learning curve of the topics discussed. You are encouraged to bring to the table real life cases and issues encountered in a work-related environments. 

In just 2 days you will:

  • Design a successful private banking strategy to maximize profitability and efficiently compete in today’s market
  • Implement innovative marketing techniques to win new business and retain your existing client base
  • Use creative asset management products and services to meet specific client demands
  • Formulate innovative estate planning services to benefit both the client and the bank

Organisations that will benefit:

  • Banks & Financial Institutions
  • Investment Banks
  • Private Wealth Management Industry
  • Private Equity & Hedge Funds
  • Tax Lawyers
  • Consultants
  • Family Office Consultants

Who will attend:

  • CFOs
  • Private Banking Executives
  • Private Wealth Managers
  • Financial Managers/Planners
  • Fund Managers
  • Asset Managers
  • Department Heads
  • Asset Managers
  • Relationship managers
  • Investment managers
  • Legal & Trust Staff
  • Senior Branch Managers
  • Corporate Bankers
  • Compliance Officers

Course Agenda

  • Speed Networking
  • Big Picture
  • Business Development In Private Banking
  • Customer Relationship Management For Private Bankers
  • Case study: In what kind of business do you want to be? And how does it affect your behaviors?
  • Consultative Selling Behaviors & Techniques
  • Case study: Throughout this session, short role plays and/or factual situations will be discussed to illustrate (in)effective behavior relative to the items discussed
  • Product Development For Private Banking
  • Running a single- or multi-family office
  • Anti-money laundering regulation
  • The way forward for private banking
  • Wrap

For further information please call: +44 (0)207 092 1045

  • “The depth and knowledge of my trainer was extremely impressive. In 3 days I have had, without a doubt, a masterclass on the industry. Truly world class.”

    - Gordon Dowall Potter, Past Delegate

  • “Well worth 3 days of study!”

    - Syed Hamza, Past Delegate

  • “The training was excellent! I give it a 10 and will get my trainer's support for my next challenges.”

    - Head of Partnerships & Customer Loyalty at Avis Budget, Past Delegate

  • “Extremely constructive course with a very good dynamic and passionate trainer.”

    - Managing Director at BNP Paribas, Past Delegate

  • “Impressive and cooperative trainer who wanted to make sure the delegates understood.”

    - Budgeting, Planning & Reporting Manager, Past Delegate


We can come to you too! If you have a team of six or more, why not hold a private course? Our experts come to you and the course is tailored to your requirements.

Call +44 (0)20 7092 1045 (United Kingdom)
or +65 6322 2333 (Asia Pacific)
for more details