An in-depth look at portfolio and client relationship management for private wealth management firms
Created for banking and finance professionals with a desire to expand their management skillset, this book focuses on portfolio and client relationship management for firms in the global
private wealth management industry. It was written by the experts at the world-renowned Hong Kong Institute of Bankers, an organization dedicated to providing the international banking
community with education and training.
- Reveals how to identify the needs of high-net-worth clients in the global financial market
- Explains how to evaluate the effectiveness of portfolio management strategies and decide the most appropriate
- Helps wealth managers integrate a wide range of specialized theories and knowledge related to asset and portfolio management
- Shows how to build, develop, and maintain long-term client relationships by delivering excellent customer service while complying with professional and ethical standards
