07-29-2024, 08:44 AM
Global Wealth Management and Private Banking: Account Opening, Onboarding, KYC, Compliance. by MTF Institute
New
Rating: 5.0 out of 5
(2 ratings)
841 students
1.5 hours on-demand video
1 article
3 downloadable resources
Agenda
Wealth Allocation in the World
Partners and Financial Intermediaries
Opening of an Account in a Bank or Client Onboarding Process
Do you want to build a global career at the Wealth Management, Private Banking and Compliance?
Join our course from globally recognized experts: Barbara Gutsch (15+ years of international experience in banking and finance, incl. 7+ years in Swiss private banking as risk and compliance manager) and Olga Margolin (17+ years in Swiss private banking industry, as top executive and business owner, managing international client relationships).
Global Wealth Management and Private Banking (GWMPB) are specialized financial services catering to high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs). These services extend beyond traditional banking and encompass a comprehensive suite of financial solutions tailored to the unique needs and objectives of affluent clients.
Global Wealth Management focuses on managing and growing the wealth of HNWIs through a diverse range of investment strategies, including portfolio management, asset allocation, risk management, and financial planning. This holistic approach aims to preserve and enhance clients' wealth over the long term while addressing their specific financial goals, such as retirement planning, estate planning, and tax optimization.
Private Banking offers personalized banking services to HNWIs and UHNWIs. These services include bespoke banking solutions, exclusive investment opportunities, concierge services, and access to a dedicated relationship manager who understands their unique financial circumstances and aspirations. Private banks often act as trusted advisors, guiding clients through complex financial matters and providing tailored solutions to meet their evolving needs.
https://www.udemy.com/course/global-wealth-management-account-opening-onboarding-kyc/?couponCode=8C21F738019E836DEA9E
Enjoy!
New
Rating: 5.0 out of 5
(2 ratings)
841 students
1.5 hours on-demand video
1 article
3 downloadable resources
Agenda
Wealth Allocation in the World
Partners and Financial Intermediaries
Opening of an Account in a Bank or Client Onboarding Process
Do you want to build a global career at the Wealth Management, Private Banking and Compliance?
Join our course from globally recognized experts: Barbara Gutsch (15+ years of international experience in banking and finance, incl. 7+ years in Swiss private banking as risk and compliance manager) and Olga Margolin (17+ years in Swiss private banking industry, as top executive and business owner, managing international client relationships).
Global Wealth Management and Private Banking (GWMPB) are specialized financial services catering to high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs). These services extend beyond traditional banking and encompass a comprehensive suite of financial solutions tailored to the unique needs and objectives of affluent clients.
Global Wealth Management focuses on managing and growing the wealth of HNWIs through a diverse range of investment strategies, including portfolio management, asset allocation, risk management, and financial planning. This holistic approach aims to preserve and enhance clients' wealth over the long term while addressing their specific financial goals, such as retirement planning, estate planning, and tax optimization.
Private Banking offers personalized banking services to HNWIs and UHNWIs. These services include bespoke banking solutions, exclusive investment opportunities, concierge services, and access to a dedicated relationship manager who understands their unique financial circumstances and aspirations. Private banks often act as trusted advisors, guiding clients through complex financial matters and providing tailored solutions to meet their evolving needs.
https://www.udemy.com/course/global-wealth-management-account-opening-onboarding-kyc/?couponCode=8C21F738019E836DEA9E
Enjoy!