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所在平台: Udemy |
课程主页: https://www.udemy.com/course/global-wealth-management-account-opening-onboarding-kyc/
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课程名称：全球财富管理：账户开设、客户 onboarding、KYC 课程概述： 欢迎参加全球财富管理与私人银行业务课程，主题包括账户开设、客户 onboarding、KYC（了解您的客户）及合规性。本课程由MTF管理、技术与金融学院提供。MTF是一家总部位于葡萄牙里斯本的全球教育和研究机构，专注于商务与专业混合（校园与在线）教育，在商务与管理、科学与技术、银行与金融等领域具有广泛的影响力。 MTF的研究与开发中心专注于人工智能、机器学习、大数据、区块链、数字资产等前沿技术，并与IBM、英特尔、微软等知名企业建立了合作关系。MTF在210个国家拥有超过510,000名学生。 课程议程： - 全球财富配置 - 合作伙伴与金融中介 - 银行账户开设或客户 onboarding 过程 如果您希望在财富管理、私人银行和合规领域建立全球职业生涯，欢迎加入我们的课程。本课程由两位全球认可的专家授课：Barbara Gutsch（在银行和金融行业拥有超过15年的国际经验，其中超过7年担任瑞士私人银行的风险与合规经理）和Olga Margolin（在瑞士私人银行行业拥有超过17年的经验，担任高管和企业主，管理国际客户关系）。 全球财富管理（GWMPB）是专门为高净值（HNWIs）和超高净值个人（UHNWIs）提供的金融服务，这些服务超越了传统银行业务，提供全面的金融解决方案，以满足富裕客户的独特需求和目标。全球财富管理专注于通过多样化的投资策略，包括投资组合管理、资产配置、风险管理和金融规划，来管理和增长HNWIs的财富。其目标是长期保持和增强客户的财富，同时满足其特定的财务目标，如退休规划、遗产规划和税务优化。 私人银行提供个性化的银行服务，涵盖定制的银行解决方案、独家投资机会、礼宾服务以及专属关系经理，这些经理了解客户独特的财务状况和愿望。私人银行通常作为可信赖的顾问，指导客户处理复杂的财务事务，并提供量身定制的解决方案，以满足他们不断变化的需求。
Welcome to program: Global Wealth Management and Private Banking: Account Opening, Onboarding, KYC, Compliance. by MTF InstituteCourse provided by MTF Institute of Management, Technology and FinanceMTF 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.AgendaWealth Allocation in the WorldPartners and Financial IntermediariesOpening of an Account in a Bank or Client Onboarding ProcessDo 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.
