SELLING TO HNIs & ULTRA HNIs IN A CRISIS

a Private Banking & Wealth Management course

November 18 & 26, 2020

OVERVIEW

The course aims at reviewing the differences between sales effectiveness and relationship management excellence within the context of private banking and wealth management.

It recognizes the key elements that differentiate between sales and the enabling of decisions in high ticket environments.

Specifically, delegates will be enabled to identify real needs rather than push products, as well as appreciate the unconscious psychological drivers that influence decisions.

KEY AREAS

  • Investor Behavior and Client Risk Analysis
  • Case Studies
  • Building Relationships
  • Investment Counselling
  • Prospecting, Networking
  • Client Needs Analysis
  • The Role of Influence
  • Behavioral Psychology

For inquiries, email: training@jeffandobriengroup.com 

MEET THE TEAM
Osmond

Faculty - Jeff & O'Brien Knowledge Africa

FEE OPTIONS

Please take the following prices into consideration while registering for the program. For registrations of more than 5 delegates, please email the team and they will handle your registration. Thank you.

ONE

$1000

Per Delegate

Email the Training Team

For registrations with more than 5 delegates:

  • email the team:
    • training@jeffandobriengroup.com

REGISTRATION