Course Structure This seminar consists
of two parts. The first part of the seminar focuses on the client life cycle, from client acquisition
through client management to client attrition and retention. Participants are introduced to the most
current tools and techniques of managing a team successfully in a private banking environment. In the
second part of the seminar the focus is on leadership techniques for private banking. At the end of
the seminar participants are able to assign advisors optimally and manage a team effectively. They are
able to guide the fundamental group dynamic processes and are able to help develop the individual skills
of their team members. The seminar respects the different cultures in the participating banks by focusing
on the fundamental principles of team leadership, allowing for different styles in application.
The
seminar itself is not a sales training course, nor is it an introductory seminar in leadership, instead,
it assumes prior knowledge in both areas.
Learning Methodology The
main emphasis in this seminar is placed on "enabling" employees and practical implementation.
The participants themselves are a key factor for the success of the seminar. They are expected to contribute
actual cases from their own working practice and to learn intensively from one another. When screening
candidates for acceptance, the course management therefore pays particular attention to strictly ensuring
that participants satisfy the required profile. Concepts and strategies are systematically
illustrated through cases and clarified through group work, coaching sessions and discussions.
Lecturers The
seminar leader as well as the other lecturers all have many years of experience in private banking,
and have proven executive teaching skills. This enables them to lay a sound basis for effective and
practical learning.
Language The
seminar is held in German.
Certificate When
completing the seminar, participants will obtain the "Certificate of Attendance".
15.02.2012 - Zurich SFI Alumni Luncheon mit Rolf Bögli, Credit Suisse AG, Chief Operating Officer Private Banking Topic: The future of Private Banking Members only
01.03.2012 - Zurich Inaugural Conference of the SFI-Capco Institute Paper Series on Banking Topic: Banking in the "Glocal" World. About Capco...
15.03.2012 - Zurich Women's Luncheon with Brigitte Baumann, CEO, Go Beyond Topic: Angel Investing: Women With Wings
