Recertification seminar
All profiles
Customer relations
Category
Private Banking & Asset Management
Retail & Corporate Banking
Retail & Corporate Banking
Level
Expertise
Format
Presential
Duration
6 x 4-hour modules
Language
French
Location
ISFB Geneva premises
Director
Enrico Giacoletto
Manager
Lionel Blanc
Type
SAQ rectifications
Description
Prices & Admission
Content
Context
This short, targeted training course enables professionals in the banking sector to keep up to date with techniques for developing and maintaining customer relationships.
Designed to meet the needs of both bank employees and independent asset managers, it provides an effective update on the most recent techniques, guaranteeing mastery of the market's best practices.
Designed to meet the needs of both bank employees and independent asset managers, it provides an effective update on the most recent techniques, guaranteeing mastery of the market's best practices.
Key objectives
This training leads to 24 SAQ re-certification points for the following accreditations:
- Certified Wealth Management Advisor (CWMA)
- Certified Individual Client Advisor (CI)
- Certified Private Client Advisor (CP)
- Certified Corporate Banker (CCoB)
- Certified Client Advisor (SME)
- Certified Client Advisor (AFF)
- Certified Wealth Management Advisor (CWMA)
- Certified Individual Client Advisor (CI)
- Certified Private Client Advisor (CP)
- Certified Corporate Banker (CCoB)
- Certified Client Advisor (SME)
- Certified Client Advisor (AFF)
Target audience
- Bank managers and advisors, non-customer-facing banking executives, auditors
- Qualified executives
- Holders of one of the above SAQ certifications
- Qualified executives
- Holders of one of the above SAQ certifications
Stakeholders
ISFB lecturers have been working in the banking and financial world, or in their respective fields, for many years and are recognized as some of the best experts in our ecosystem in French-speaking Switzerland.
Practical information
You will receive a re-certification certificate at the end of the course.
Price
- Public : CHF 3'535.-
- Member : CHF 2'650.-
Admission requirements
The seminar can be taken as a whole or in modules:
- Public price per module: CHF 730.00
- Member price per module: CHF 550
SDR1
Customer acquisition
Contenu : Comment prospecter, convaincre et acquérir des nouveaux clients : techniques et bonnes pratiques
Duration: 4h00
Format: In-person
Possible speakers: KHADAM Kinan
SDR2
Understanding customer needs and argumentation
Contenu : Questionner de manière pertinente le client afin de comprendre ses besoins et ses attentes. Savoir les prioriser, les appronfondir afin de pouvoir préparer une argumentation efficace. Comprendre et connaître la technique d'argumentation en lien avec les besoins du client et les caractéristiques du produit.
Duration: 4h00
Format: In-person
SDR3
Prévoyance et relation clientèle
Contenu : Compréhension du système de prévoyance privée suisse et lien avec la relation clientèle : les 3 piliers, le départ à la retraite, la retraite anticipée, les rachats de prévoyance, prévoyance et fiscalit planification financière en vue du départ à la retraite.
Duration: 4h00
Format: In-person
Intervenants possibles : FELLEY Danièle
SDR4
Mediation and management of delicate situations
Content: Handle delicate or conflictual situations with diplomacy and professionalism, adopting a mediator's stance.
Duration: 4h00
Format: In-person
Possible speakers: DE COURTEN Frédérique
SDR5
Close the deal
Contents: Conclude an interview or negotiation ('close the deal') effectively, building customer confidence and commitment.
Duration: 4h00
Format: In-person
Possible speakers: PFEIFER Jean
SDR6
Customer relationship management
Content: Maintain the relationship over time, cultivating loyalty through added value, regular exchanges and relevant advice.
Duration: 4h00
Format: In-person
Possible participants: SMADJA Fabien
Information
A question about this service? Our manager is at your disposal
Category
Private Banking & Asset Management
Retail & Corporate Banking
Retail & Corporate Banking
Level
Expertise
Format
Presential
Duration
6 x 4-hour modules
Language
French
Location
ISFB Geneva premises
Director
Enrico Giacoletto
Manager
Lionel Blanc
Type
SAQ rectifications
Information
A question about this service? Our manager is at your disposal
Registration
