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Genesis wealth management and private banking training focuses on improving client advisory skills and seeks to empower the relationship manager to better understand clients, their risk profile and their life goals, thereby building more successful and profitable client relationships.

Wealth Management and Private Banking are a major business focus today for many financial institutions. As the global holdings of affluent and wealthy families have increased in recent years, they have generated growing and reliable revenue streams for institutions who can win the trust and confidence of clients and prospects. To position themselves to build greater market share, these institutions must train larger numbers of bankers and advisors in the skills required in today`s marketplace.


The events of 2008 in the financial markets challenged traditional thinking about investing and risk, asset allocation and diversification. For individual investors, risk tolerances have been tested, investment assumptions have been overturned and fundamental tenets have been questioned. For this reason, wealth managers must prepare themselves to meet greater needs by clients to understand and communicate with their advisors regarding risks and returns, products and services that meet needs across the client`s wealth base including financial assets as well as illiquid investments, family businesses and succession issues.

Since 2007 Genesis has successfully designed and delivered customized courses for major institutions in the US, Mexico and Brazil in wealth management training, private banker development, and building client relationships for success. The programs are led by instructors with many years of market experience as senior bankers at leading global institutions and are usually 2 to 3 day highly interactive sessions with practical cases and role plays highlighting consultative selling of client solutions. Depending on the desired program, Genesis will include critical concepts of product, market or reputational risk as well as fiduciary/compliance issues and product suitability.

Seminars taught in this area include:

Client AdvisoryConfidentiality and Compliance
Risk Management for Wealth ManagersFiduciary Structuring
High Performance Client and Investment Product Management

For additional information, please contact our Specialty Area Leader: David Barnes I dbarnes@consultgenesis.com I Tel. +1 (845) 439-3636

 
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