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Int. Private Banking and Wealth Management Retreat
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Dates and Program
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Dual Degree Executive MBA in Asset and Wealth Management

April 25, 2007
Venue: Seminarhotel Unterhofen, Diessenhofen

Topics Speakers

Current developments in Private Banking

  • Strategic developments in Private Banking
  • Consequences for team leaders
  • Growth and profitability: Drivers and key performance indicators

Customer care

  • Management instruments
  • Client vs. bank benefit
  • Service quality vs. Costs
  • Superior‘s tasks

Team building and leadership exercises

Peter Schuppli (course leader)
Dr. Harry Hurzeler
Adrian F. Leuenberger



April 26, 2007
Venue: Seminarhotel Unterhofen, Diessenhofen

Topics Speakers

Profitability: Measurement systems in practice

  • MIS, Delta Management, Scorecard
  • Possibilities and limits

Working the market

  • From strategy to work in the market

Gaining target clients

  • Networking / Cold Calls
  • Marketing activities at home and abroad
  • Measurement and incentive systems
  • Management tasks
Peter Schuppli
Dr. Harry Hurzeler



April 27, 2007
Venue: Seminarhotel Unterhofen, Diessenhofen

Topics Speakers

Client retention/attrition

  • Prevention
  • Terminating a relationship
  • Winning clients back
  • Communication
  • Management tasks

Coaching and sales management in practice

  • Basic techniques
  • Procedure

Explanation of Home Assignments

  • Working the market
  • Coaching in practice
  • Personal management work
Peter Schuppli
Dr. Harry Hurzeler



May 14, 2007
Venue: Seminarhotel Unterhofen, Diessenhofen

Topics Speakers

Presentation and Discussion of Home Assignments

Management / Coaching of teams as superior

  • Team processes
  • Communication
  • Time management
  • Working technique

Sales management in practice

  • MbO
  • Sales meeting
  • Coaching
Claudio Chicchini
Peter Schuppli
Prof. Dr. Gerhard Steiner



May 15, 2007
Venue: Seminarhotel Unterhofen, Diessenhofen

Topics Speakers

Relationship between team leader and staff

  • Psychological aspects
  • Role of the superior
  • Types of people
  • Difficult staff members

Management work and coaching as illustrated by practical examples

Personal objectives and end of workshop

  • Self-contract
  • Transfer
Peter Schuppli
Prof. Dr. Gerhard Steiner



For more detailed information, please download the brochure 2007 (please click here).


Events
22.09.2010
Information session on Bank Management
Programs (EP, AEP, SMP in Banking)

28-29.09.2010
Senior Executive Seminar 2010
Topic: Trust, Values and Value Creation - How a 'good' Banker can navigate Conflicting Demands

More events...

Events organized by the Swiss Finance Institute

Podcasts
29.04.2010
Klimawandel – Was gilt? Was ist zu tun?
Panel

19.03.2010 and 22.03.2010
State of the art in asset allocation: diversification management
Speaker: Attilio Meucci

More Podcasts...

Press release
Tepper School of Business, HEC Lausanne and Swiss Finance Institute launch a Dual Degree Executive MBA in Asset and Wealth Management

More press releases...

SFI in the news
Corriere del Ticino:Quali prospettive dopo la crisi

eFinancialCareers.ch: Interview avec Dr Harry Hürzeler, l'actuel COO du Swiss Finance Institute

NZZ: Vom Secret Banking zum Private Banking

More press coverage...

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