Requirements

• For a better learning experience
• we suggest you to use a laptop / mobile phone / pen and paper for taking notes
• highlighting important points
• and making summaries to reinforce your learning.

Description

Welcome to program: Global Wealth Management and Private Banking: Account Opening, Onboarding, KYC, Compliance. by MTF Institute

Course provided by MTF Institute of Management, Technology and Finance

MTF is the global educational and research institute with HQ at Lisbon, Portugal, focused on business & professional hybrid (on-campus and online) education at areas: Business & Administration, Science & Technology, Banking & Finance.

MTF R&D center focused on research activities at areas: Artificial Intelligence, Machine Learning, Data Science, Big Data, WEB3, Blockchain, Cryptocurrency & Digital Assets, Metaverses, Digital Transformation, Fintech, Electronic Commerce, Internet of Things.

MTF is the official partner of: IBM, Intel, Microsoft, member of the Portuguese Chamber of Commerce and Industry.

MTF is present in 210 countries and has been chosen by more than 510 000 students.

Agenda

• Wealth Allocation in the World

• Partners and Financial Intermediaries

• Opening of an Account in a Bank or Client Onboarding Process

Do you want to build a global career at the Wealth Management, Private Banking and Compliance?

Join our course from globally recognized experts: Barbara Gutsch (15+ years of international experience in banking and finance, incl. 7+ years in Swiss private banking as risk and compliance manager) and Olga Margolin (17+ years in Swiss private banking industry, as top executive and business owner, managing international client relationships).

Global Wealth Management and Private Banking (GWMPB) are specialized financial services catering to high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs). These services extend beyond traditional banking and encompass a comprehensive suite of financial solutions tailored to the unique needs and objectives of affluent clients.

Global Wealth Management focuses on managing and growing the wealth of HNWIs through a diverse range of investment strategies, including portfolio management, asset allocation, risk management, and financial planning. This holistic approach aims to preserve and enhance clients' wealth over the long term while addressing their specific financial goals, such as retirement planning, estate planning, and tax optimization.

Private Banking offers personalized banking services to HNWIs and UHNWIs. These services include bespoke banking solutions, exclusive investment opportunities, concierge services, and access to a dedicated relationship manager who understands their unique financial circumstances and aspirations. Private banks often act as trusted advisors, guiding clients through complex financial matters and providing tailored solutions to meet their evolving needs.

Who this course is for:

• No special requirements. Course for any who want to build a career at Finance or improve their knowledge.
• Do you want to build a global career at the Wealth Management
• Private Banking and Compliance? Join our course from globally recognized experts: Barbara Gutsch (15+ years of international experience in banking and finance
• incl. 7+ years in Swiss private banking as risk and compliance manager) and Olga Margolin (17+ years in Swiss private banking industry
• as top executive and business owner
• managing international client relationships).
• Global Wealth Management and Private Banking (GWMPB) are specialized financial services catering to high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs). These services extend beyond traditional banking and encompass a comprehensive suite of financial solutions tailored to the unique needs and objectives of affluent clients.
• "Global Wealth Management focuses on managing and growing the wealth of HNWIs through a diverse range of investment strategies
• including portfolio management
• asset allocation
• risk management
• and financial planning. This holistic approach aims to preserve and enhance clients wealth over the long term while addressing their specific financial goals
• such as retirement planning
• estate planning
• and tax optimization."
• Private Banking offers personalized banking services to HNWIs and UHNWIs. These services include bespoke banking solutions
• exclusive investment opportunities
• concierge services
• and access to a dedicated relationship manager who understands their unique financial circumstances and aspirations. Private banks often act as trusted advisors
• guiding clients through complex financial matters and providing tailored solutions to meet their evolving needs.