|
所在平台: Udemy |
课程主页: https://www.udemy.com/course/global-wealth-management-and-private-banking/
课程评论：没有评论
课程名称：全球财富管理与私人银行 课程概述： 欢迎参加MTF学院提供的《全球财富管理与私人银行》课程。MTF学院是一家总部位于葡萄牙里斯本的全球教育和研究机构，专注于商科及专业混合教育（包括线上和线下），涵盖商业与管理、科学与技术、银行与金融等领域。MTF的研发中心专注于人工智能、机器学习、大数据、区块链、数字资产以及金融科技等前沿领域的研究。作为IBM、英特尔和微软的官方合作伙伴，MTF学院在210个国家拥有超过510,000名学生。 本课程适合希望在财富管理、私人银行及合规领域建立全球职业生涯的学员，由享有国际声誉的专家教授，包含超过15年国际银行及金融经历的巴巴拉·古奇，以及有17年瑞士私人银行行业经验的奥尔加·马戈林。学习将涵盖私人银行和财富管理的关键流程、客户身份验证（KYC）及合规规则。同时，学员将了解私人银行家的工作原则，并获得职业发展指导。 财富管理、私人银行与合规的定义： - **财富管理**：旨在帮助客户成长和保护财富的全面金融规划和投资管理，包括财务目标设定、投资组合管理、税务规划、遗产规划和风险管理等服务。 - **私人银行**：专门为高净值个人（HNWIs）提供个性化服务的银行部门，提供定制投资策略、复杂财务结构以及慈善和财富继承建议等服务。 - **合规**：确保公司及员工遵守相关法律、法规和行业标准的实践，重点在于防止洗钱（AML）、客户身份核实（KYC）和数据保护等。 学习财富管理、私人银行与合规的重要性： - **对公司而言**：强有力的合规程序可以降低法律和财务风险，增强公司声誉和运营效率，吸引优质客户。 - **对管理者而言**：合规专长可以增加价值，提升决策能力，并为管理者在复杂的行业内打开更广泛的职业机会。 全球财富管理、私人银行与合规职业的建立： 在当前快速变化的全球市场中，对具备财务合规知识和财富管理技能的专业人士需求旺盛。无论是在银行、财富管理公司、监管机构还是咨询公司，都提供了多样化的职业机会，使得了解国际合规框架的专业人才成为必需。 通过此课程，学员不仅能掌握基本的财富管理和合规知识，还能为其在全球金融行业的职业发展铺平道路。
Welcome to program Global Wealth Management and Private Banking 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.Do you want to build a global career at the Wealth Management, Private Banking and Compliance?Join our new 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).You will know about the key processes in Private Banking and Wealth Management, KYC and compliance rules, understand key principles of private banker's work and you will be able to get guidelines for your learning needs and professional path to build a career in global finance.What is Wealth Management, Private Banking, & Compliance?Wealth Management: A comprehensive approach to financial planning and investment management aimed at growing and preserving a client's wealth over time. Wealth managers offer services including:Financial goal settingInvestment portfolio creation and managementTax planningEstate planningRetirement planningRisk managementInsurance analysisPrivate Banking: A division within banks exclusively dedicated to serving high-net-worth individuals (HNWIs). Private banking offers a wider range of personalized services beyond typical retail banking:Customized investment strategiesComplex financial structuringLending and credit servicesPhilanthropy and wealth transfer adviceLifestyle services (like arranging travel or special events)Compliance: The practice of ensuring a company and its employees adhere to all relevant laws, regulations, and industry standards. Financial compliance focuses on:Anti-Money Laundering (AML): Preventing the use of financial systems for illegal activities.Know Your Customer (KYC): Verifying clients' identities and understanding their financial activity.Data Protection & Privacy: Safeguarding sensitive client information.Market Conduct and Investor Protection: Rules aimed at fair and transparent financial markets.Why Learning Wealth Management, Private Banking, & Compliance is ImportantFor Companies:Reduced Risk: Strong compliance programs mitigate legal and financial risks from regulatory fines or reputation damage associated with non-compliance.Enhanced Reputation: Demonstrating commitment to ethical and transparent practices builds trust with clients and regulators.Operational Efficiency: Streamlining processes and aligning with regulations can improve efficiency and reduce costs.Client Attraction: Robust wealth management offerings and focus on client needs attract and retain valuable HNWIs.For Managers:Increased Value: Compliance expertise and understanding of wealth management strategies position managers as trusted advisors to businesses and clients.Competitive Edge: These critical skills open up wider career opportunities within a complex and heavily regulated industry.Enhanced Decision-Making: Knowledge of regulations and best practices guide informed choices, optimizing client outcomes while minimizing risks.Building a Global Career in Wealth Management, Private Banking & ComplianceGlobally in Demand: Financial regulations are complex and constantly evolving, creating a need for skilled professionals in developed and emerging markets.Diverse Opportunities: Roles exist across banks, wealth management firms, regulatory bodies, and consultancies, offering possibilities beyond traditional client-facing positions.Cross-Border Expertise: Understanding the nuances of international regulations and compliance frameworks is essential for navigating global financial markets.
