Key client management brings all expertise of the private bank to bear on the customer’s specific situation.
The Private Banker must have a robust knowledge about the various asset catego¬ries combined together by the wealth manager in the private bank; a seamless interaction between the private banker and the wealth manager is required, based on mutual respect and understanding the clients real needs and situation.
In the private banking sector, Switzerland is one of the world's leading financial centers still, despite the turmoil after the partial fall of banking secrecy and regardless of growing competition. The outstanding quality of Switzerland's services in this sector is considered to be state-of-the-art. The banking industry has become a extraordinarily dynamic and requires more innovation ever since. This 2-day-module shall give you a fast management brush-up on the latest in private banking.
- Understand faster the needs of the modern wealthy customer
- Reflect the revised role of the banker’s incentives – less on sales to the individual, more on performance
- Look inside the importance of confidence and relationship-building
- See why transparency is all
Private bankers from the front are called. And all those who want to strengthen their skills and their capacity for innovation in private banking. Chief Financial Officers and other finance executives. But also managers of family offices as well as investors, owners and asset managers will profit.
Fees for the program: CHF 3'000.-
Take advantage of this opportunity and register today for one the sought-after seats in this program – Simply complete the form on this site.
You would like to continue with your education; however, you are still hesitant to take the big step associated with a master degree? Complete this form and order the information material about our study programs. It is free of charge
One of the Lorange innovations is the modular structure of master programs. You can book each module of the master program individually.
Should you start a master's course after having attended one of our modules, all the credits awarded can be transferred to our master programs and the fee for this module will be fully refunded.