Private Banking Series: Strategic Investment Advisory (Proficiency Level 4)
  • Type Learning
  • Level Advanced
  • Time Days
  • Cost Paid

Private Banking Series: Strategic Investment Advisory (Proficiency Level 4)

Issued by Momenta Group

This workshop empowers bankers to deliver tailored solutions, drive portfolio growth, and assist clients in achieving their long-term financial goals through optimized strategic investment advisory. It also enhances soft skills for engaging in meaningful conversations and strengthening client relationships. This workshop is a part of momenta's Wealth Management Series

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

Skills

  • Market Specialisation
  • Product, Sales and Market Management
  • Wealth Advisory

Earning Criteria

  • This workshop is tailored for relationship managers, private banking team leaders, and product specialists in the banking sector or related fields. The required prerequisites include Winning New Clients, Driving Revenues, Strategic Portfolio Review, and Increasing Share-of-Wallet.

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).