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Wealth Management
Wealth Management
Training Activity Rate
Trainer/s
نيفين ابو سنينه
Training activity Hours
15
Training activity Date
-
Training Activity Days
Sunday
Monday
Tuesday
Wednesday
Thursday
Start and End Time
17:00 - 20:00
Training Activity Classification
Treasury & Investment
Course Language
English
Methodology
IDL
Type of Training
short courses
Deadline for registration
Price For Jordanian
120 JOD
Price For Non Jordanian
300 US$
Outcomes

By the end of this training course, trainees will be able to :

-     Assist in focusing on customer satisfaction and providing exceptional customer service by utilizing the Kano model.

-     Differentiate between: Customer Satisfaction, Customer Service, and Customer Experience.

-     Elevate the Customer Experience strategy .

Target Group

-     Relationship managers who are employed by financial institutions (banks or investment firms) in the private banking or investing division.

-     Employees who are looking to make a dramatic shift in their careers would benefit greatly from extensive training in private banking, investment analysis, and portfolio management.

Contents

-     Kano Models of Customer Satisfaction.

-     The Multi Generation Customers and Investment.

-     The primary private banking risks.

-     Fundamentals of Credit Analysis.

-     The main investment vehicles.

-     Money Market Instruments, Bond Fundamentals, Equity.

-     The importance of Diversification.

-     Bond & Equity Portfolio Management Strategies.

-     Economic Cycle and its effect on Investment .

-     Ethics and Compliance.

-     Practical applications

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