Dernière mise à jour : 28/04/2020
Share best practices in client discovery
Upon completion of the training, participants will be able to:
· Prepare an efficient client meeting
· Know how to identify and explore client needs and objectives in depth
· Follow the client in his life journey, adapt and adjust
· Be better equipped to develop a client relationship
· Be better equipped to retain a client
· Know how to use the platform efficiently and leverage on competencies
· Put the offering and client needs in better connection
This training is accredited SAQ CWMA (CWMA-ISFB-20-2052, chapter 15) by our partner ISFB
Relationship Managers already certified with CWMA.
Wealth Managers from both the Swiss and International markets, covering U/HNWI clients.