Private Banking
Building a Culture of Excellence
Wiley Finance Editions
1. Edition November 2012
288 Pages, Hardcover
Wiley & Sons Ltd
Short Description
Since private banking is a long-term industry, winning and keeping clients for a long time is key. Written by an expert in the field, World Class Private Banking presents a structured approach on how to get ahead in the private banking industry. This practical guidebook includes a detailed overview, including examples and a checklist, of private banking. This book also explores the recent changes in the private banking industries due to the new demands of the wealthy. This hands-on text provides the fundamentals to build a successful world-class bank.
An insightful overview of the keys to world-class client service in the private banking sector
As the number of wealthy individuals around the world increases, private banking and wealth management companies have grown to keep pace. After the fast growth the long term success is predicated on both winning and keeping clients, making a client-centric model a must. Private Banking: Building a Culture of Excellence provides a clear, easy-to-follow guide to building a committed base, written by an industry expert.
Presenting an overview of the elements required to build a successful and client-focused private bank that delivers the kind of care and excellence wealthy clients demand, the book even includes real-life examples for a better understanding of concepts and, to help you achieve your goal.
* Outlines how to implement a practical strategy for success in the growing private banking sector
* Explores the key drivers in the private banking industry as well as the most recent developments in the environment to help you stay on top of customer demands
* Includes case studies and other resources to show the keys to private banking done right in action
Private Banking provides useful, hands-on advice for building a strong, lasting business in the private banking sector.
Acknowledgments xv
CHAPTER 1 A Framework for Excellence in Private Banking 1
CHAPTER 2 What Is Driving Private Banking? 7
CHAPTER 3 Finding the Right Organisation and Operational Strategy 23
CHAPTER 4 Forces Shaping the Regulatory Environment 45
CHAPTER 5 Putting Clients at the Centre 63
CHAPTER 6 Beyond Products--Offering Tailored Solutions 91
Guido Ruoss
CHAPTER 7 Why Brand Matters 123
CHAPTER 8 Delivering a Superior Client Experience 145
CHAPTER 9 Understanding Service Excellence 165
CHAPTER 10 Winning the War for Talent 187
CHAPTER 11 Defining and Growing Leadership and Culture 215
CHAPTER 12 Measuring and Managing Performance 233
About the Author 255
Index 257
