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Wealth Management ް
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Ȩ > > Wealth Management ް > ȳ

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1

17:00-18:00

Social Activities #1  -

18:00-19:30

Wealth Management  Overview

19:30-20:00

Ļ

20:00-21:30

Wealth Management   Case studies

2

18:00-19:30

Wealth Management   Case studies – ǻ

19:30-20:00

Ļ

20:00-21:30

Wealth Management   Case studies

 

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1

08:20

13:45

14:45

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̰ â̱

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2

09:00

11:00

12:30

14:00

Session 1 : Introduction and key Wealth Management

               Business Models

Session 2 : Client Acquisition and Retention Strategies

Lunch Speaker : Branding and the use of New Media

Infra Activities #1

 

3

09:00

11:00

12:30

13:30

16:00

Session 1 : Investment and Asset Allocation Strategies

               to Build Customer Trust

Session 2 : Introduction to Asset Classes and in particular

               Deploying Alternative Investments Strategically

Lunch Speaker : Recruiting and Retaining Top Talent

Session 3 : Review of Regulatory and Compliance Issues

               Risk assessment and Communication with Client

Session 4 : Tomorrows leading Wealth Manager           

 

4

09:00

12:00

14:00

Bank Visits #1

Lunch

Bank Visits #2

 

5

Infra Activities #2

 

6

01:30

08:35

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