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Corporate Training for Teams

Fundamentals of Selling ESG Solutions for Private Banking Clients | In Company

ZISHI, Online (+1 locations)
Length
1 day
Next course start
Enquire for more information (+3 start dates)
Course delivery
In Company, Virtual Classroom, Blended
Length
1 day
Next course start
Enquire for more information (+3 start dates)
Course delivery
In Company, Virtual Classroom, Blended
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Course description

Many forces are at work today transforming the way businesses and industries operate, markets function and societies develop. What was seen as a niche investment area for Wealth Managers not so long ago, ESG investing is now entering the mainstream and Private Banking RMs need to have the skillsets to be able to identify and meet their clients’ needs in this area of investing.

This one day programme combines practical client diagnostic skills training with ESG portfolio management diagnostic skills training. The day focuses on the key skills that the Relationship Manager needs to have to understand the client motivations behind ESG investing. The specific nuances around ESG investing will be covered and client sensitivities around ESG issues will be addressed.

Upcoming start dates

Choose between 3 start dates

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  • In Company
  • United Kingdom

Start anytime.

  • Blended
  • Online

Start anytime.

  • Virtual Classroom
  • Online

Training Course Content

Key Learning Objectives:

  • Understand the forces driving the growth of this area of investing
  • Appreciate the client’s goals, values and principles around ESG investing
  • Match the ESG portfolio objectives to the different client profiles and diagnostics
  • Digest the house ESG view and present it with conviction Prepare the groundwork for an effective ESG portfolio review
  • Apply RM sales methodologies to ESG investing approaches and build a narrative around ESG investing

Course delivery details

TAILORED FOR YOU: All ZISHI courses can be delivered online, onsite or blended. Whether one-to-one or group deliveries, entry level or boardroom executives, ZISHI programmes are developed to meet your specific business needs. Enquire for further details.

Content for this course, including start date and length, can be tailored to meet client needs.

Expenses

Price upon request.

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