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This series consists of the Client Relationship Management (CRM) module from WMI’s Certified Private Banker (CPB) Level 1 as well as a specially curated CRM-In-Practice which allows participants to further hone and practise their client engagement techniques through role play and self-reflection.
The two modules in this series can be taken on its own. For maximum learning, participants should complete CPB Level 1 CRM before CRM-In-Practice.
This module will help you layer structure over “soft skills” as you learn about best-in-class frameworks for acquiring new clients and anchoring existing clients.
With the digitalisation of financial services and emergence of robo-advisory, the client advisor needs to further differentiate their value to remain the preferred choice for their clients.
Along the journey of prospecting, onboarding, advising and periodic portfolio reviews, you will learn how to maximise these opportunities to deepen the client relationship for success.
Total Training Duration / CPD Hours: 15
Classroom Hours: 11
Online Hours: 4
This practice-led workshop, through intensive role-plays and feedback sessions, will cover the following:
Total Training Duration / CPD Hours: 7
Classroom Hours: 7
Insurance leaders and advisors
Financial planners and advisors
Priority and private banking RMs and client advisors
Bancassurance specialists
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Participants who successfully complete the programme will be awarded:
Accreditation
IBF-FTS
Certification
Participants who successfully complete the programme will be awarded:
Note:
FTS Grant Cap (applicable for CRM In-Practice only): S$500 per participant per programme, excluding GST
