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5z1qdrrjs6wzmucbii4w the complete guide to sales marketing in wealth and family office services 11

AN INTRODUCTION TO THE WORLD OF PRIVATE WEALTH AND THE FAMILY OFFICE

This program has been developed from the home of Private Banking and Family Office Service – Switzerland and will provide the fundamentals to dive into the world private wealth and the family office practice.

What You'll Learn

✔️ Understand why the Private Wealth & Family Office sector is the "BLUE OCEAN" for professionals.

✔️ Throw away the theory and learn the reality of how the system really works - The benefits of a single vs multi-family office, licensing and regulatory concerns, the role of private and public banks, etc.

✔️ Master the fundamentals of banking, private wealth services and family office.

✔️Acquire confidence to enter the world of private wealth services and the family sector.

✔️Analysis of the international and local wealth market including worldwide wealth distribution.

Includes

  • An comprehensible introduction to the program 

  • A simple and easy to follow framework

  • Our carefully designed skill building practical assignments that will prompt you to be ready for the real world

  • Templates that you can easily fill on the spot and use as your 'Go-to-File'

  • A complete Manual 

Disclaimer:

Whilst we do our best to ensure all of the content provided is correct, relevant and up to date, sometimes errors and mistakes still occur. If you notice anything out of place, incorrect or something you disagree with please let us know by sending an email to [email protected]. We will get back to every email received.