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Private Banking

  • Course level: Beginner
  • Categories pathways
  • Duration 4h 6m
  • Last Update January 27, 2021

Description

Private bankers are responsible for managing the liquid assets and financial activities of high-net-worth clients. They develop working relationships with their clients and potential clients, and provide them with the banking services they desire.

At Kinobi, we cover the range of topics and skills needed for you to get from fresh-eyed student, to becoming an Assistant Relationship Manager in an Private Bank, and going forward to building your investments, industry knowledge and relationship management skills.

If you’ve ever wanted to join Private Banking, here’s the consolidated Bible.

Important Things to Note:

  • You will receive a graded certificate at the end of the course curriculum, upon request
  • Completion of Mock Interview is required for ‘Distinction’, else ‘Pass’ will be awarded
  • Should you choose not to schedule a mock interview, please reach out to us at community@kinobi.asia with a screenshot of your pathway progress bar to obtain your certificate (upon completion of all video lessons)

What Will I Learn?

  • Career landscape in Asia and career progression in PB
  • Knowledge on investment assets and their workings
  • Role of Relationship Managers and Investment Counsellors
  • Tools used by industry professionals in PB
  • Relationship building and managing upwards in PB
  • Interview and resume mastery to get into PB

Topics for this course

18 Lessons4h 6m

A. Introduction to Private Banking

Module 1: What is Private Banking?
Module 2: Compensation and Career Progression
Feedback for Modules 1 and 2

B. Asset Classes

C. Analysing Products

D. Value-Adding as a Relationship Manager

E. Value-Adding as an Investment Counsellor

F. Technology and Regulation

G. Relationship Building

H. Resume & Interviews

I. Mock Interview (required for ‘Distinction’ grade)

Material Includes

  • 4+ Hours of Private Banking curriculum, including video, instruction & a free 1-to-1 mock interview

You must have a membership plan to enroll in this course.

Requirements

  • Year 1-4 undergraduates, or MBA/Masters candidates
  • Interested in Private Banking or banking industry
  • No prior experience is needed, except a high ownership mindset
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