Qualification Module / Standalone Course
Personal and Private Banking
The skills and abilities to fully understand clients’ needs – and provide them with the most appropriate solutions.
DEVELOP TRUSTWORTHY RELATIONSHIPS AND OFFER THE MOST APPROPRIATE GUIDANCE FOR PERSONAL AND PRIVATE CLIENTS.
In every banking scenario, there are often a number of different solutions available – and you can only recommend the most appropriate one when you fully understand your client’s big picture.
It’s essential to build strong relationships and deliver exceptional value to both the customer and the bank. However, in an environment where seamless customer service and speed are expected, that can sometimes be a challenge.
Understanding the balance of these requirements enables you to deliver exceptional service every time.
This course was developed for the Australasian market in association with the Chartered Banker Institute (UK) – the only body in the world able to confer the status of Chartered Banker – and is internationally recognised.
Qualification Module
What you will learn
After completion, you will be able to:
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Assess how retail banks predict and adapt to external trends to deliver high-quality, cost-effective services.
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Explain how personal and private banking services are managed and offered across different customer channels.
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Identify best practices in consumer lending, focusing on credit evaluation, security options, and handling financial hardship.
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Examine how laws, regulations, and supervision affect bank culture, behaviour, and governance.
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Analyse the role of technology in shaping personal and private banking.
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Evaluate the role of a private banking relationship manager and how they create value for both the customer and the bank.
Course Structure
Delivered: Online, enrolment for 12 months, and generally completed within that timeframe.
Course prerequisites: While there are no entry requirements, an understanding of financial services practices is recommended.
Assessment: A 6000-word work-based assignment, designed to transform theory into practice (pass mark 60%).
Assessment fees: An assessment fee is applicable if an exam resit is required, payable to the Chartered Banker Institute (UK).
Outcome: A certificate is issued by the Chartered Banker Institute (UK) upon successful completion of the course.
BECOMING A CHARTERED BANKER
While this certificate can be studied as a standalone course, it is also a contributory module for the Chartered Banker program.
Chartered Banker
