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Training running 2020

DESKRIPSI

Priority Banking merupakan istilah yang relatif baru dalam konteks perbankan Indonesia. Pada prinsipnya priority banking merupakan jasa dan produk high end perbankan yang menawarkan apa yang dibutuhkan oleh nasabah, mulai dari keamanan, kerahasiaan, pilihan jenis investasi, alokasi, sampai dengan proteksi aset. Dalam perkembangannya, layanan khusus itu tidak sebatas pada transaksi perbankan. Sebagai contoh, nasabah yang ingin main golf, pihak bank dengan senang hati mengurusnya.

 

MATERI
1. The nature, origins and characteristics of Priority Banking & Wealth Management
2. Growth and opportunities in the Priority Banking market
3. Priority Banking Client Profiling – Changing Characteristics
4. The Types of Priority Banking Service
5. Wealth Management Services
6. The Principles of Know Your Customer (KYC)
7. Private Client Requirements And Expectations
8. Differentiation Strategies For Private Banks
9. Appealing To The ‘Mass Affluent’
10. The Universe Of Investment Choice
11. Alternative Non-Correlated Investments
12. Relationship Management Skills For Private Bankers
• Account Development
• Negotiation Skills
• Presentation Skills
• Prospecting
13. Wealth Management Solutions For Private Bankers
14. Pricing & Performance Measurement
15. Financial Planning
• Pension Planning
• Tax Mitigation
• Family Office
• Trusts & Estate Planning

Venue

Hotel  Hotel Neo+Awana –  Hotel Abadi Yogyakarta, Hotel Cavinton Yogykarta

29-30 April 2020

29-30 Juni 2020

29-30 Juli 2020

28-29 September 2020

28 & 30 Oktober 2020

27 & 30 November 2020

30-31 Desember 2020

 

 

COURSE LEADER

  1. Patisina., ST.,M.Eng. CI.CTNLP

Ermalina.,ST.MM.CHt.MNLP

 

INFORMATION TRAINING

  • Mobile Phone             :  hp  0812 7090 4673

wa   0822 4260 1950

 

KONTAK

iNFORMASI PELATIHAN:
WA. 0822 4260 1950

Public Training 2020

Pelaksanaan Pelatihan 2018

PELATIHAN PTPN III MEDAN

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PDAM SURABAYA

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PDAM SUARABAYA

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MUNCUL GROUP YOGYAKARTA

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PDAM SURABAYA

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SMK3 PERTAMBANGAN BENGKALIS

 

 

 

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