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Customised certification training

PRIVATE BANKING TRAINING

Master the art of advising and managing the most demanding portfolios.

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Training objectives

Each module is designed to effectively build your skills, enabling you to quickly master the field and activities related to private banking.

Wealth management and investment strategies

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.

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Legal and tax environment in private banking

This module covers the essential legal and tax aspects of the private banking sector. You will gain a thorough understanding of Swiss and international regulations, the taxation of financial investments, and compliance obligations, particularly in relation to anti-money laundering and the automatic exchange of information. Particular attention will also be given to inheritance issues and tax planning.

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Customer advice and relationship management

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.

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Ethics, sustainability and new trends in finance

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.

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Your comments

The terms and conditions of your private banking training

Online or face-to-face

Choose your course format and timetable to suit your schedule. We tailor your training to your availability.

7 or 12 months

The duration of the training may vary depending on your level and objectives. Expect to invest 5 to 7 hours per week.

Graduate

Our private banking training programme leads to a diploma and is internationally recognised. We are eduQua certified.

The modules

I. Wealth management and investment strategies

- 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.

II. Legal and tax environment in private banking

- 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.

III. Customer advice and relationship management

- 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.

IV. Ethics, sustainability and new trends in finance

- 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.

«Private banking requires specialised expertise and a detailed understanding of each client's wealth management needs. This training programme develops the technical and interpersonal skills that are essential for effectively supporting a demanding clientele. Our ambition is to train professionals who can provide accurate, confident and excellent advice.»
Simon Pawolleck
Simon PawolleckChief Executive Officer
François E. Aubert is an expert in the financial sector, with over 25 years’ experience in banking and international training. Specialising in particular in private banking, wealth management and client relations, he works with finance professionals in numerous countries. Holding several recognised qualifications in finance and wealth management, he brings to this training course a strategic approach that is firmly rooted in the practical realities of the profession.
François E. Aubert
François E. AubertExpert trainer

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FAQ

We are an eduQua accredited training centre. This guarantees the quality of your training, as well as strong recognition of your diploma in Switzerland and internationally.

What's more, the vast network of companies where OSAM provides training contributes to the value of your certificate.

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:

  • For professionals working in the banking sector who wish to specialise in wealth management and private client advisory services.
  • For employees of private banks or asset management firms who wish to develop their technical and interpersonal skills.
  • People undergoing professional retraining or career development who are motivated to join a sector of financial excellence.
  • Experts in related fields (lawyers, tax specialists, asset managers) who wish to deepen their understanding of private banking services.
  • For students or recent graduates aspiring to a career in wealth management or private banking.

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

For more information, contact us!

Free quote and introductory session

Our training manager will contact you to present our method and our rates.

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