Global Wealth Management: Account Opening, Onboarding, KYC
Global Wealth Management: Account Opening, Onboarding, KYC
Last updated 7/2024
Duration: 48m | .MP4 1280x720, 30 fps(r) | AAC, 44100 Hz, 2ch | 773 MB
Genre: eLearning | Language: English
Global Wealth Management and Private Banking: Account Opening, Onboarding, KYC, Compliance. by MTF Institute
What you'll learn
Global Wealth Management
Private Banking
Account Opening
Onboarding
Know Your Customer KYC
Wealth Allocation in the World
Opening of an Account in a Bank
Client Onboarding Process
Partners and Financial Intermediaries
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, and resident of the incubator "The Fintech House of Portugal".
MTF
is present in 210 countries and has been chosen by more than 485 000 students.
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.
More Info
What you'll learn
Global Wealth Management
Private Banking
Account Opening
Onboarding
Know Your Customer KYC
Wealth Allocation in the World
Opening of an Account in a Bank
Client Onboarding Process
Partners and Financial Intermediaries
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, and resident of the incubator "The Fintech House of Portugal".
MTF
is present in 210 countries and has been chosen by more than 485 000 students.
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.
More Info
