Each module is designed to effectively build your skills, enabling you to quickly master the field and activities related to private banking.
This module explores the fundamentals of wealth management, including modern asset allocation techniques, investment strategies and portfolio diversification. You will learn how to identify the specific needs of high net worth clients, design tailor-made solutions and use complex financial products such as hedge funds, private equity and structured products.
This module covers the essential legal and tax aspects of the private banking sector. You will master Swiss and international regulations, the taxation of financial investments and compliance obligations, particularly with regard to anti-money laundering and the automatic exchange of information. Particular attention will be paid to inheritance issues and tax planning.
In this module, you will develop the skills needed to build trust with demanding customers. You will learn how to analyse their needs, present tailored solutions and manage complex situations through effective and persuasive communication. The module includes case studies to strengthen your personalised consulting skills.
This module focuses on new challenges in private banking, particularly ESG (environmental, social and governance) strategies and fintech innovations. You will learn how to integrate ethical and sustainable criteria into portfolio management while remaining competitive in the face of market developments and the expectations of modern investors.
Choose your course format and timetable to suit your schedule. We tailor your training to your availability.
The duration of the training varies depending on your level and objectives (5 to 7 hours of weekly time commitment). The content of the training is entirely tailor-made.
Our private banking training programme leads to a diploma and is internationally recognised. We are eduQua certified.
- Learn how to design diversified portfolios using complex products such as hedge funds and structured products.
- Master modern asset allocation techniques tailored to the needs of high net worth clients.
- Analyse risks to optimise returns while meeting wealth management objectives.
- Understand Swiss and international regulations governing private banking.
- Learn how to manage tax and compliance obligations, such as automatic exchange of information.
- Integrate inheritance and tax planning aspects into financial advice.
- Develop techniques for establishing a relationship of trust with a demanding clientele.
- Learn how to analyse needs and propose appropriate solutions effectively.
- Manage complex situations through strategic and persuasive communication.
- Discover the ESG (environmental, social and governance) criteria applied to private banking.
- Learn how to integrate sustainable and responsible solutions into client portfolios.
- Explore fintech innovations to remain competitive in the face of new investor expectations.
Please contact us for a quotation.
The price is personalised according to your level, your objectives and the course format you choose.
Payment can be made in several monthly instalments free of charge.
This training course is intended for:
Contact us and get a complimentary trial session with your trainer.
This is the best way to realise the full value that this training will bring you.
Please note that we are an eduQua-certified training centre, which guarantees the quality and recognition of your training in Switzerland and internationally.
By e-mail: contact@osamformations.com
By telephone: + 41 22 518 90 93
Our training manager will contact you to present our method and our rates.
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