Wealth Management

Private wealth management is a professional service that offers specialized financial and banking assistance to affluent high-net-worth individuals (HNWIs). To manage these individuals and their vast wealth requires significant skills and expertise across a wide range of functions and roles. In collaboration with Intuition, EBI is offering a bundle of programs where participants will learn the many products and services offered by private banks and wealth management firms to their clients through 2 courses: Private Wealth Management Products & Services and Skills for Private Wealth Managers. This bundle is intended for Branch managers, wealth managers, and heads of customer service. The license duration for this bundle will last for 3 months.