Collardi, Boris F. J.

Private Banking: Building a Culture of Excellence

Collardi, Boris F. J. - Private Banking: Building a Culture of Excellence, ebook


Ebook, ePUB with Adobe DRM
ISBN: 9780470826997
DRM Restrictions

Printing77 pages with an additional page accrued every 10 hours, capped at 77 pages
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An insightful overview of the keys to world-class client service in the private banking sector

As the number of wealthy individuals around the world increases, private banking and wealth management companies have grown to keep pace. After the fast growth the long term success is predicated on both winning and keeping clients, making a client-centric model a must.Private Banking: Building a Culture of Excellence provides a clear, easy-to-follow guide to building a committed base, written by an industry expert.

Presenting an overview of the elements required to build a successful and client-focused private bank that delivers the kind of care and excellence wealthy clients demand, the book even includesreal-life examples for a better understanding of concepts and, to help you achieve your goal.

  • Outlines how to implement a practical strategy for success in the growing private banking sector
  • Explores the key drivers in the private banking industry as well as the most recent developments in the environment to help you stay on top of customer demands
  • Includes case studies and other resources to show the keys to private banking done right in action

Private Banking provides useful, hands-on advice for building a strong, lasting business in the private banking sector.

Keywords: private banking, guide to private banking, client focused private banking, customer service in private banking, wealth management, private banking guide, customer service guide, best practices for private banking, guide to private banking best practices, guide to money management, best practices for money managers, Boris F. J. Collardi, Boris Collardi, Collardi book, World Class Private Banking: Building a Culture of Excellence, World Class Private Banking, high net worth clients, HWN, Chief Executive Office of Julies Baer Group, private banking sector

John Wiley and Sons, Inc.
Publication year
Wiley Finance
Page amount
256 pages
Printed ISBN

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