CLASS # 12 QUESTIONS GETTING, KEEPING AND SERVING CLIENTS

CLASS # 12 QUESTIONS GETTING, KEEPING AND SERVING CLIENTS...

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GETTING, KEEPING AND SERVING CLIENTS QUESTIONS 1. Identify the private banker’s greatest challenge in dealing with clients. 2. When selecting a private bank, what are the clients’ basic requirements? 3. Describe (briefly) the changing needs of the private banking clients during the  wealth-life-cycle. 4. Why do we refer to the private bank as “a bank within a bank”? 5. What is the traditional method for gaining new clients? 6. How are private bankers dealing with the increasing competition for new clients?
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Unformatted text preview: 7. What are the functions of the three types of private bankers? 8. What do we mean by “event windows” in the life of private banking clients/prospects, and how can the private banker capitalize in those events? 9. What is a “reasonable” percentage of annual growth in the number of private banking clients? 10. Why is profitability analysis a crucial element in the decision to retain or to release a client?...
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This note was uploaded on 03/05/2011 for the course FIN 4663 taught by Professor Martinez during the Fall '10 term at FIU.

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