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  
Closed

Wednesday, July 19, 2023 - Friday, July 21, 2023

9:00 am - 4:00 pm  
Closed

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