"My name is Bob Wieczorek. I've been working with and training private bankers and asset managers for over 10 years. Recently the world of asset management and wealth management have undergone significant changes. Products, clients and solutions look very different and we envisage this situation will continue. The firms I work with now want training solutions tied to their immediate business needs...whether it's to improve the technical knowledge of the institutional sales force in Singapore or working with private bankers in London on their communication skills around structured products. The end result is a desire to make their staff better equipped in an increasingly competitive market. The clients we serve include the world's largest asset gatherers (nine of the top ten by AUM) as well as very specialised boutique private banks, hedge funds and insurance companies.
The courses we offer range from single bespoke courses through to core curricula spanning topics from fund accounting through to derivatives in structured products; these curricula run throughout the year and are firm wide. Within these courses, we use our full range of simulations and case studies such as "lifecycle of a private client" through to portfolio management simulations. To support the courses we have portals that contain components ranging from e-learning, assessments and recordings of the class. Managers can review MI on usage and performance throughout.
To understand how we deliver our training, take a look at this sample course that was run in the past 12 months.
Feel free to call for a no obligation discussion about your training needs.