Skip to main content
Wealth Management
Wealth Management
Training Activity Rate
Trainer/s
نيفين ابو سنينه
Training activity Hours
12
Training activity Date
-
Training Activity Days
Sunday
Tuesday
Wednesday
Thursday
Start and End Time
17:00 - 20:00
Training Activity Classification
Human Resources
Course Language
English
Methodology
In class
City
Amman
Type of Training
short courses
Deadline for registration
Price For Jordanian
96 JOD
Price For Non Jordanian
180 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.

- Explain the primary private banking risk.

- Specify the main investment vehicles.

- Discuss the importance of diversification.

- Explain economic cycle and its effect on investment.

- Specify ethics and compliance.

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.

Pre-requisites

-     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

This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.