Private Banking Series: Winning New Clients (Proficiency Level 4)

Issued by Momenta Group

This workshop equips bankers with a proactive 'hunting mindset,' essential tools, refined skills, and the confidence to engage prospects, articulate the bank's unique value proposition, and drive substantial net new money from new clients. This workshop is a part of momenta's Wealth Management Series.

Type Learning
Level Intermediate
Time Days
Cost Paid

Skills

Customer Acquisition 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).