Overview

This eCourse looks at the key services provided by private banks and wealth management firms in the areas of deposit-taking and transaction banking. It also explores the range of banking and other wealth services to high net worth clients who live and work abroad or have substantial business dealings overseas.

Objective

On completion of this course, you will be able to:
- Identify the key deposit-based products offered by private banks and wealth management firms
- List the key transaction banking services required by private wealth clients
- Recognise the importance of international banking services for high net worth clients who live and work abroad

Content

Private Wealth Management - Banking & Deposit Services
Topic 1: Deposit-Taking Services
Topic 2: Transaction Banking & Payment Services
Topic 3: International Banking & Wealth Services