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Private Banking & Wealth Management Training Course

This course provides for an ideal opportunity for private bankers and advisors to gain the skills and understanding to formulate client-driven and innovative strategies.

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Course Objectives

This course provides for an ideal opportunity for private bankers and advisors to gain the skills and understanding to formulate client-driven and innovative strategies.

It allows you to build an enhanced understanding of your client relationship skills and effectiveness in managing wealth of UHNWI.

Discussing and reviewing asset allocation, profiling and assessment tools and structuring portfolio’s and turn it into risk-adjustment excess return programs. Attention will be paid to building effective client relationships, developing roadmaps for clients and winning new mandates.

The full cycle will be considered starting from its biggest asset, i.e. the client and his views and expectations and rolling over into profiling and subsequent asset allocation programs. Agnostic of the asset class, we will review the process of product identification, estate planning facilities and the role of cross-border taxation and how to deal with specific non-recurring demands.

Course Methodology

This is a highly interactive training combining presentations, group debates and group works for case studies to enhance the learning curve of the topics discussed.

You are encouraged to bring to the table real life cases and issues you encounter in their work-related environment, thereby hopefully being able to draw upon experiences in the different regions the clients will be coming from to explore difference and trends.

Ultimate objective is to link the 3 critical aspects of a high performing private banker together being: (1) Customer knowledge, (2) Product knowledge, and (3) Relationship management skill & expertise.

View the detailed course content and the latest discount promotions:

Have a question? Email us at:

or call us at: (+852) 2273-4393

Course Agenda Highlights

DAY 1

Overview of the private banking industry
Profiling clients and needs analysis
Case Study: Diagnosing a number of client profiles
Risk-Return or stress-testing your clients
Case Study: How good do you really know your client?
Can behavioral finance help?

DAY 2

Asset allocation & portfolio construction for private banking clients
Case Studies: Number of portfolio construction exercises applying individual topics discussed
Estate Planning
Group discussion: Debate around the location choice, vehicle choice and client profile
Group discussion: Future of Singapore as a PB hub: the good, the bad and the ugly

DAY 3

Business development in private banking
Where are the next opportunities?
Case study: Wealth preservation in Asia across generations: still on shaky grounds
Globalization of the private banking industry
Customer relationship management for private bankers
Case study: In what kind of business do you want to be? And how does it affect your behaviors?
Consultative selling behaviors & techniques
Case study: Throughout this session, short role plays and/or factual situations will be discussed to illustrate (in)effective behavior relative to the items discussed
Product development for private banking
The way forward for private banking

For the detailed course content outline, please download the course brochure

Who should attend this training course?

Client relationship and asset managers including:

Private banking executives
Private wealth managers
Fund managers
Department heads
Investment managers
Legal, trust and admin staff
Senior branch managers
Corporate bankers

View the detailed course content and the latest discount promotions:

Have a question? Email us at:

or call us at: (+852) 2273-4393

Why Ethan Hathaway training courses?

Practical. Learn from experienced and active industry practitioners and what's being practiced by your peers.
Applicable. Apply what you learn in your job and your career
Specially designed courses by industry active experts for industry practitioners
Quality Control. Each expert instructor is interviewed and vetted through our senior management and our 5-point instructor criteria.
Valuable. Earn more revenue or save your organisation from monetary loss. You and your organisation will quickly earn back your investment on the course fee and more
Enjoyable. Speakers who have a passion for their topic
Clear. Turning complex concepts into easy to understand concepts
Limited seats - each session is limited to between 18-25 seats

What do you receive from an Ethan Hathaway training course?

You gain knowledge and skills that make you valuable to your company and your career
Instruction by industry experts
Course notes and reference package
Daily lunch, snacks and refreshments
Certificate of completion
Meeting your industry peers
Ask questions relevant to your job

Download the course brochure to learn more

Your course instructor

Luc Nijs: Luc is the founder, chairman & group CEO of a global emerging markets merchant banking group & conglomerate with offices around the globe.

He further holds the Aizkraukles Banka chair in investment banking & the Rietumu Banka chair in private equity & entrepreneurial finance at the Riga Graduate School of Law in Latvia where his lecturing and research focuses on issues like globalization & corporate strategy as well as corporate & investment strategies for emerging markets and in particular the relationship between investment strategies and returns and the impact of country context and institutional voids on returns in particular.

He is further the director of the centre for global emerging markets private equity and entrepreneurship and is responsible for the emerging markets & global portfolio management and the emerging markets PE & VC course at the institute and provides extensive executive coaching, training and consulting in these matters for funds, corporate executives and financial institutions worldwide.

He was previously with Arthur Andersen and Deloitte in a number of global positions and a professor at Instituto de Empresa (Madrid).

He is fluent in Dutch, English, French, German and Portuguese and has sound working knowledge of Russian and Chinese.

Dates & Locations & Fees

Sorry, there are presently no public dates for this course, however, this course is available on an in-house basis.

Date	Location	Venue	Course Fee	Early Bird Fee	Register

Early Bird Savings Early Birds May Save Up To 30%** Off the Regular Fee, download the brochure to learn more

Limited seats - Email us: for availability.

* Venue, dates, course fees, promotions, course content, course instructor are all subject to change

** Selected courses only

Can't find a session in a city near you?

If there's no session scheduled in a city near you, you have the following options:

In-house training: If you have a group of 8 or more, consider having us run this course in-house for you
Co-sponsored training: Between 5-7 people, consider a co-sponsored course - you agree to send this set number of people to the course if we run it in a city near you and Ethan Hathaway sells the remaining seats to other companies
Distance learning: Less than 5 people, consider distance training format: live trainer presents over phone lines/web at pre-scheduled times (available only for select courses)
Just tell us where you want the course: Let us know which city you'd like us to run this course in - we'll plan it if there's enough demand

Email us at: for more information regarding the above options.

Register for the course

You may book your place on the course by any of these methods:

Online booking - simply click on the "Register Me" button next to the course date you wish to register and it will take you through our quick online registration procedure.
Email us at: - please include your full contact details.
Fax us the booking form (included in the brochure) to: +852 3014-0721
Or call: +852 2273-4393 during normal office hours

Related Courses

Presently no related courses listed.

Related Online Courses

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Learn more about this course

Inside the course information booklet you'll find:

Detailed course agenda of what you'll learn
Eligible discounts
Our course quality guarantee
Course expert biography
Course venue details
Cancellation & refund policies
Course registration form
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