Private Banking

Private Banking Course Overview

Private banking services present many unique opportunities for a financial institution and its clientele. This Private Banking course examines what the role of a private banker entails, how their services differ from a more traditional retail banking environment, and the importance of analyzing the risk and return of a client’s investments. We discuss integrating client investment strategies with risk tolerance and financial goals to tailor personalized solutions for clientele and their families.

We cover all the most important qualitative and quantitative factors that will influence private banking clients, including important risk and return calculations and the various investment strategies available. We also cover the personal financial planning process, sources of risk, and the implementation of those plans and strategies. We use an interactive video case study to help illustrate the key takeaways and to demonstrate real-world examples of clients in a private banking setting.

Private Banking Learning Objectives

Upon completing this course, you will be able to:

• Define the roles and responsibilities of the private banker.
• Explain the relationship between risk and return.
• Align client investment strategies with risk tolerance and financial goals.
• Describe the benefits and logistics of offshore banking.
• Design credit solutions to meet client needs and resources.

Who Should Take This Course?

This course is designed for current and aspiring commercial banking professionals, including relationship managers or loan officers, credit analysts, loan brokers, and adjudicators. This course will prepare you with the knowledge to properly assess various borrowing requests for these unique business borrowers.