July
19
Wednesday
BAC 150: MANAGING AFFLUENT AND HIGH NETWORTH CLIENTS
Wed, July 19, 2023 - Fri, July 21, 2023 (9:00 am - 4:00 pm)
Description
This training program is about selling to the affluent and managing high net-worth individuals and institutions. It covers the key aspects of Client Relationship Management and Selling Financial Services Products to the Affluent and Net Worth individual or institutions.
It takes care of the soft skills side of the relationship management and how to prospect and broker deals with that segment of the market.
Event Calendar
Wednesday, March 22, 2023 - Friday, March 24, 2023
9:00 am
-
4:00 pm
Wednesday, July 19, 2023 - Friday, July 21, 2023
9:00 am
-
4:00 pm