Wealth Management

Private Banking & Wealth Management - Part 4 (2022)

Overview

This eCourse looks at the key services provided by private banks and wealth management firms in the areas of deposit-taking and transaction banking. It also explores the range of banking and other wealth services to high net worth clients who live and work abroad or have substantial business dealings overseas.

Objective

On completion of this course, you will be able to:
- Identify the key deposit-based products offered by private banks and wealth management firms
- List the key transaction banking services required by private wealth clients
- Recognise the importance of international banking services for high net worth clients who live and work abroad

Content Highlight

Private Wealth Management – Banking & Deposit Services
Topic 1: Deposit-Taking Services
Topic 2: Transaction Banking & Payment Services
Topic 3: International Banking & Wealth Services

Who Should Attend

Business of Wealth Management

Administrative Details

Code
TEPWM22014601
Venue
ePlatform
Relevant Subject
Others
Language
English
Hours
SFC:1.00, PWMA:1.00
Fees
All Member: HKD300
Non-Member: HKD450
Staff of Corporate Member: HKD300