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Global Portfolio and Client Relationship Management Hong Kong Institute of Bankers

Global Portfolio and Client Relationship Management

Hong Kong Institute of Bankers

Published January 12th 2015
ISBN : 9780470827741
ebook
256 pages
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 About the Book 

An in-depth look at portfolio and client relationship management for private wealth management firmsCreated for banking and finance professionals with a desire to expand their management skillset, this book focuses on portfolio and clientMoreAn in-depth look at portfolio and client relationship management for private wealth management firmsCreated for banking and finance professionals with a desire to expand their management skillset, this book focuses on portfolio and client relationship management for firms in the global private wealth management industry. It was written by the experts at the world-renowned Hong Kong Institute of Bankers, an organization dedicated to providing the international banking community with education and training.Reveals how to identify the needs of high-net-worth clients in the global financial marketExplains how to evaluate the effectiveness of portfolio management strategies and decide the most appropriateHelps wealth managers integrate a wide range of specialized theories and knowledge related to asset and portfolio managementShows how to build, develop, and maintain long-term client relationships by delivering excellent customer service while complying with professional and ethical standards