Private Banking Series: Investment & Portfolio Review (Proficiency Level 4)
  • Type Learning
  • Level Intermediate
  • Time Days
  • Cost Paid

Private Banking Series: Investment & Portfolio Review (Proficiency Level 4)

Issued by Momenta Group

This workshop empowers bankers to strategically engage clients, uncover financial needs, enhance client book management, refine account planning, optimize efficiency, & expand share-of-wallet through impactful portfolio reviews. This workshop is a part of momenta's Wealth Management Series.

  • Type Learning
  • Level Intermediate
  • Time Days
  • Cost Paid

Skills

  • Account Management
  • Customer Relationship and Stakeholder Management
  • Wealth Advisory

Earning Criteria

  • This workshop is tailored for relationship managers in the banking sector or related fields.

Standards

IBF Standards Training Scheme (STS)
The IBF Standards Training Scheme ("IBF-STS") provides funding for training and assessment courses that cover key skills needed in the financial sector. Accredited under the Skills Framework for Financial Services (SFwFS).