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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

  • Alternative investments
  • Asset management in private banking
  • Commodities
  • Credit skills for private bankers
  • Derivative markets
  • Equity investments
  • Financial markets and products
  • Financial analysis
  • Foreign Exchange
  • Hedge funds for private bankers
  • Introduction to the Private Wealth Management industry
  • Fixed income markets
  • Options for private bankers
  • Portfolio management
  • Structured products for private bankers
  • Traditional investments, insurance and trusts
  • Understanding the financial services industry, its products and value drivers.

Personal and interpersonal skills

  • Customer interview skills
  • Delivering powerful presentations
  • Developing pitching skills
  • Doing business with conscience
  • Driving projects for success
  • Effective business writing skills
  • Influencing colleagues and others
  • Making a personal impact
  • Relationship management for private bankers
  • The changing needs of Private Banking and Wealth Management clients
  • The impact of the global and local economy on the bank and its clients
  • Sales and negotiation skills.