Start a conversation ↗

Description

Private Banking: Understanding the Wealth Client, Advising and Allocating

Structure the wealth review meeting and deliver advice aligned with each client's profile and objectives

  • 2 days — 14 h
  • In-person or virtual
  • Foundation
  • Up to 6 participants

A private banking adviser is judged on the ability to connect a client's situation to a coherent proposal. Many meetings remain product-led, while the client expects an overall reading of their family, tax and professional circumstances.

Two days to install the core method of the role: conducting the fact-find, formalising the risk profile, building an allocation and then presenting a well-argued recommendation. This programme focuses on the advisory relationship, whereas discretionary portfolio management deals with delegated decision-making.

Learning objectives

  • Conduct a structured wealth discovery meeting
  • Formalise a client's risk profile and investment horizon
  • Position the main investment vehicles and their uses
  • Build an asset allocation consistent with stated objectives
  • Present a documented and well-argued wealth recommendation
  • Meet information and advisory duties within the client relationship

What makes this programme different

The discovery meeting is filmed then reviewed point by point with the group
A full recommendation is built on a single client file followed throughout the two days
Participants compare their allocations for the same profile and defend their differences

Programme

1The Private Banking Role and the Advisory Framework

What the client is really looking for

  • Segmentation of wealth clients
  • Market players and remuneration models
  • Advisory duty and information obligations
  • Know your client and keeping the file up to date
  • Traceability of discussions and recommendations

2Client Discovery and Profiling

Let the client speak before proposing

  • Discovery meeting framework
  • Family, professional and tax situation
  • Prioritising projects and constraints
  • Formalising the risk profile
  • Presenting the diagnosis back to the client

3Investment Vehicles and Asset Classes

Matching the vehicle to the objective

  • Securities accounts and commonly used investment wrappers
  • Life insurance and capitalisation contracts
  • Direct property and investment property
  • Asset classes and risk-return trade-offs
  • Liquidity and availability of savings

4Building and Presenting the Recommendation

From diagnosis to proposal

  • Strategic allocation and short-term adjustments
  • Diversification and overall consistency
  • Costing fees and their effect on returns
  • Structuring the written proposal
  • Conducting the recommendation meeting

Who is it for

Bank advisers moving towards wealth clients · private banking assistants · investment advisers.

Prerequisites

No prerequisites

Dates & locations

24 scheduled dates between November 2026 and December 2027. Seats are confirmed in the order enquiries are received.

November 2026

December 2026

January 2027

February 2027

March 2027

April 2027

May 2027

June 2027

September 2027

October 2027

November 2027

December 2027

None of these dates suit you? We open additional sessions on request, and any programme can be run privately for your team.

Practical details

Before the programme
Online positioning questionnaire. Your development objectives are shared with the trainer, who tailors the practical case studies to your context.
Teaching methods
Theoretical input, workshops and practical case studies. Digital course materials and method sheets provided.
Assessment
Multiple-choice tests and role-play exercises. Assessment of learning at the start and end of the programme, with immediate and 60-day follow-up evaluations.
After the programme
One year of access to the e-learning platform. Self-assessment of the skills acquired and a 30-day follow-up session with your trainer.
How to register
Registration online or on the basis of a quotation.
Lead time
11 working days after confirmation of registration.
Accessibility
Accessible to people of determination. Contact our accessibility coordinator to design a suitable solution: contact@mpf-academy.ae
Start dates
Rolling intake: in addition to the scheduled sessions, this programme can start on request.