Course Description

This programme equips you with the skill sets to open client accounts, fulfill local regulatory requirements, understand client on-boarding procedures, profile clients and assess their risk appetite accurately, provide suitable advisory services, undertake credit checks, monitor and manage client accounts, learn to liaise with other departments in a bank as required, write appropriate emails and produce documents as necessary. Know how to develop an effective advisory relationship with clients over time.

Entry Requirements

Course Locations

Course Date

1. Start From : August