Soft Skills Training SAQ CWMA (english) : PROSPECTION & PIPELINE MANAGEMENT – SAQ TRAINING À distance

Dernière mise à jour : 28/04/2020

Description

In the competitive Private Banking world, client acquisition is becoming very challenging. While natural growth and client referrals use to be the main development engine, Bankers must now adopt a structured and tailored acquisition strategy.

This seminar aims at developing a commercial approach where relationship managers will be equipped to better manage their prospect client list and long term growth.

 This training is accredited SAQ CWMA (CWMA-ISFB-20-2053, chapter 15) by our partner ISFB

Objectifs pédagogiques

 

Upon completion of the training, participants will be able to

·      Prepare a prospect list (technics and tools)

·      Have a structured commercial approach

·      Manage the client pipeline over time

·      Identify do and don's in prospection

·      Work on their positioning in the market

Public visé

Relationship Managers already certified with CWMA.

Wealth Managers from both the Swiss and International markets, covering U/HNWI clients.

Modalités pédagogiques
Distance training
Moyens et supports pédagogiques
digital supports

M'inscrire à la formation

Ajouter au panier
Prochaines Sessions
  • Désolé, cette formation n'est pas programmée pour le moment.
    Si vous êtes responsable formation, vous pouvez faire une requête pour l'organiser en INTRA dans votre entreprise.
Dans la même catégorie