Core Skills for Bankers
Course Listing
Advanced Relationship Management Skills for Private Bankers
Advanced Relationship Management Skills for Private Bankers focuses on changing the selling skills and behaviors of Account Executives, Portfolio Managers and Product Specialists to enable them to work closely as a team to analyze their markets, plan strategicall... [more]
Negotiating Skills for Private Bankers - NEW!
For years, win-win negotiating has been the norm, the way business people have avoided disaster at the negotiating table. Additionally, with the recent global credit crisis, many investors now more than ever want to ensure they are “making the right choices”. This two-day workshop provides you with not just a way to win, but a way to win by using specific negotiation and influencing skills to assist in job performance and in retaining concerned clients, building long-term, sustained business partnerships and maximising opportunities in the market.
Top negotiators use specific negotiation and influencing skills to assist in job performance... [more]
Using Public Information to Support Client Coverage - NEW!
The course is meant to tie product knowledge to client advisory skills. It is in workshop form and its general focus is on the financial statements of a large Asian corporate, which are used as a basis for on-going exercises and a case study. Brief tutorials feature along the way to highlight the mechanisms and implications of new rules in financial accounting (IAS39 and FAS133). The purpose of such tutorials is not to delve into the technicalities of these topics for their own sake, but to understand how they result in disclo... [more]
