Team Leadership: Driving Team's Performance
SMU Academy describes a one-day on-campus programme for private-bank relationship-manager team leaders, covering team pe…
对象:Team leaders or directors of relationship managers in a private bank
查看课程内容 →Kent Choi从事领导力培训与教练工作,SMU Academy师资介绍记载其为Considered Choices创办人及教练,经历涉及半导体行业、私人银行和财富管理,曾承担投资顾问、客户关系及团队领导角色。
其研究与专业兴趣包括家族治理、财富传承和领导者发展。
Considered Choices · 创办人及主要教练
SMU Academy describes a one-day on-campus programme for private-bank relationship-manager team leaders, covering team pe…
对象:Team leaders or directors of relationship managers in a private bank
查看课程内容 →指导团队进行客户识别、获取与投资适当性评估,结合趋势判断控制投资风险并支持客户经理提供适合客户的建议。
对象:私人银行客户经理团队负责人或总监。
查看课程内容 →