Private Banking
Building a Culture of Excellence
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Since private banking is a long-term industry, winning and keeping clients for a long time is key. Written by an expert in the field, World Class Private Banking presents a structured approach on how to get ahead in the private banking industry. This practical guidebook includes a detailed overview, including examples and a checklist, of private banking. This book also explores the recent changes in the private banking industries due to the new demands of the wealthy. This hands-on text provides the fundamentals to build a successful world-class bank.
An insightful overview of the keys to world-class client service in the private banking sector
As the number of wealthy individuals around the world increases, private banking and wealth management companies have grown to keep pace. After the fast growth the long term success is predicated on both winning and keeping clients, making a client-centric model a must. Private Banking: Building a Culture of Excellence provides a clear, easy-to-follow guide to building a committed base, written by an industry expert.
Presenting an overview of the elements required to build a successful and client-focused private bank that delivers the kind of care and excellence wealthy clients demand, the book even includes real-life examples for a better understanding of concepts and, to help you achieve your goal.
Outlines how to implement a practical strategy for success in the growing private banking sector
Explores the key drivers in the private banking industry as well as the most recent developments in the environment to help you stay on top of customer demands
Includes case studies and other resources to show the keys to private banking done right in action
Private Banking provides useful, hands-on advice for building a strong, lasting business in the private banking sector.
As the number of wealthy individuals around the world increases, private banking and wealth management companies have grown to keep pace. After the fast growth the long term success is predicated on both winning and keeping clients, making a client-centric model a must. Private Banking: Building a Culture of Excellence provides a clear, easy-to-follow guide to building a committed base, written by an industry expert.
Presenting an overview of the elements required to build a successful and client-focused private bank that delivers the kind of care and excellence wealthy clients demand, the book even includes real-life examples for a better understanding of concepts and, to help you achieve your goal.
Outlines how to implement a practical strategy for success in the growing private banking sector
Explores the key drivers in the private banking industry as well as the most recent developments in the environment to help you stay on top of customer demands
Includes case studies and other resources to show the keys to private banking done right in action
Private Banking provides useful, hands-on advice for building a strong, lasting business in the private banking sector.
