Training Wealth Management and Priority Banking

DESKRIPSI Training Wealth Management and Priority Banking

Persaingan industri perbankan saat ini tidak hanya berfokus pada penghimpunan dana dan penyaluran kredit, tetapi juga pada pengelolaan hubungan nasabah bernilai tinggi melalui layanan wealth management dan priority banking. Segmen affluent dan high net worth individual (HNWI) menjadi pasar strategis bagi bank untuk meningkatkan fee based income, loyalitas nasabah, serta cross selling produk investasi dan perlindungan finansial. Sebagai penyelenggara pelatihan profesional, PT Cakra Biwa Consultant menghadirkan program Wealth Management And Priority Banking untuk meningkatkan kompetensi praktisi perbankan dalam memahami konsep wealth management, pengelolaan portofolio nasabah prioritas, advisory service, serta strategi pengembangan bisnis priority banking secara optimal. Pelatihan ini dirancang bagi praktisi perbankan yang menangani layanan nasabah prioritas, relationship management, investment advisory, maupun pengembangan bisnis perbankan premium.

TUJUAN Training Wealth Management and Priority Banking

Setelah mengikuti pelatihan ini, peserta diharapkan mampu:

• Memahami konsep wealth management dalam industri perbankan
• Mengelola layanan priority banking secara profesional
• Mengidentifikasi kebutuhan finansial nasabah affluent dan HNWI
• Menyusun strategi portfolio management dan financial advisory
• Mengembangkan bisnis priority banking dan meningkatkan customer loyalty

MATERI Training Wealth Management and Priority Banking

1. FUNDAMENTAL OF WEALTH MANAGEMENT
   • Konsep dasar wealth management
   • Peran wealth management dalam perbankan
   • Segmentasi nasabah
     • Mass affluent
     • Affluent
     • High Net Worth Individual (HNWI)
   • Wealth lifecycle management
2. PRIORITY BANKING BUSINESS MODEL
   • Konsep priority banking
   • Service model priority banking
   • Customer value proposition
   • Business profitability priority banking
   • Fee based income strategy
3. CUSTOMER NEED ANALYSIS
   • Financial needs analysis
   • Risk profiling nasabah
   • Goal based financial planning
   • Customer life stage analysis
4. INVESTMENT PRODUCTS FOR PRIORITY CUSTOMERS
   • Deposito dan saving products
   • Mutual funds
   • Bonds and fixed income products
   • Structured products
   • Bancassurance products
   • Foreign exchange products
5. PORTFOLIO MANAGEMENT
   • Asset allocation strategy
   • Portfolio diversification
   • Risk and return management
   • Investment review and rebalancing
6. RELATIONSHIP MANAGEMENT EXCELLENCE
   • Building customer trust and loyalty
   • Consultative selling approach
   • Relationship management best practice
   • Complaint handling for premium customers
7. COMPLIANCE AND REGULATORY ASPECT
   • Suitability and appropriateness
   • KYC for priority customers
   • AML/CFT compliance
   • Customer data confidentiality
   • Consumer protection
8. SALES AND BUSINESS DEVELOPMENT STRATEGY
   • Cross selling and upselling strategy
   • Pipeline management
   • Referral management
   • Customer retention strategy
   • Business growth planning
9. CASE STUDY & WORKSHOP
   • Simulasi financial advisory meeting
   • Penyusunan wealth planning proposal
   • Case study portfolio management

✅ Siap bersaing, Siap naik level, Bersama PT CAKRA BIWA Consultant melalui Training Wealth Management and Priority Banking!

💬 [Cek Jadwal Program] 🔗 [Daftar Sekarang] 💬 [Konsultasi Gratis]

Jadwal Pelatihan Wealth Management and Priority Banking

Tanggal	Tempat	Kota
22 - 23 Juni 2026	-	Cikarang
26 - 27 Agustus 2026	-	Yogyakarta
20 - 21 Oktober 2026	-	Yogyakarta
17 - 18 November 2026	-	Yogyakarta
15 - 16 Desember 2026	-	Yogyakarta