Private Banking & Wealth Management

Gain expert skills in private banking and wealth management. Learn how to serve high-net-worth clients through strategic investments, sustainable and alternative assets, and ethical advisory practices. Boost your credibility, expand your client base, and elevate your financial services career.

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Responsible	Fred Manu
Last Update	27/06/2025
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Intermediate

Compliance & Ethical Standards.pptx

Explore regulatory requirements and ethical best practices essential to maintaining trust and integrity in wealth management.

Wealth Management- An Introduction

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Compliance & Ethical Standards.pptx

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Explore regulatory requirements and ethical best practices essential to maintaining trust and integrity in wealth management.

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Client Profiling – Understanding Client Needs.pptx

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Learn how to assess client goals, risk tolerance, and financial circumstances to create personalised wealth strategies.

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Role of a Wealth Manager.pptx

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Understand the responsibilities of a wealth manager, from financial planning to investment advisory for high-net-worth individuals.

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Course Introduction.pptx

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Begin your journey into wealth management with a structured overview of the industry, its importance, and key career pathways.

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