Private banking and wealth management
At MDA Training we have extensive experience of designing and delivering programmes for Private Banks and Wealth Managers from intern and graduate programmes through to CPD for experienced relationship managers and private bankers. Our practical and focused programmes blend technical and financial product skills with the right mix of people, interpersonal and commercial skills relationship managers need in order to be effective in their roles.
We understand that essentially, Private Wealth Managers need to manage relationships rather than manage money. They need to maximise business opportunities through a thorough understanding of their client and a detailed overview of the appropriate products that will meet the client’s needs. They need to gain an in-depth understanding of their clients’ needs and match these, in a tax efficient way, to financial products that are aligned to their clients’ lifestyles and attitudes to risk. As such, technical skills such as an understanding of asset classes, knowledge of financial products and markets and the drivers of valuation are key, as are the personal and commercial skills required to form strong and trusted relationships with clients. Our highly interactive and practical learning solutions address these.
Our areas of expertise include:
Industry and products skills training
Personal and interpersonal skills