• Corporate Training Support

    企業培訓支援

    HKSWM provides tailor-made training support relating to topics of Private Wealth Management, Retail Wealth Management, Commercial and Corporate Banking, Anti-money laundering (AML), Risk Management and Compliance, Investment and Asset Management, Treasury Market, Cybersecurity, and FinTech for the financial institutions in China, Hong Kong, and Macau to cater for the competence development need of their talents.

     

    香港財富管理協會為包括中國、香港及澳門的金融機構提供量身訂製的培訓課程，以滿足其人才的能力發展需求，專業培訓題材，「私人財富管理」、「零售財富管理」、「商業和企業銀行」、「反洗錢」、「風險管理與合規」、「投資及資產管理」「財資市場』、「網路安全」及「金融科技」等量身訂製的培訓課程。

  • Training Program for Different Business Functions 不同商業功能的培訓課程

    Retail Banking (零售銀行)

    • Wealth Management and Financial Planning for General and High Net-worth Clients (財富管理及理財策劃:一般/高增值客戶)
    • Fundand Assets Management (基金和資產管理)
    • Development of Selling Process (銷售過程)
    • Mystery Shopping Program (MSP)on Banks‘ Sales Practices (銀行銷售手法的喬裝客戶檢查計劃)

     

    Corporate and Commercial Banking (企業及商業銀行)

    • Business Relationship Development and Process Management (商業關係發展及流程管理)
    • Trade Finance (貿易金融)
    • Corporate Credit Assessment (信貸管理及分析)

    Private Banking (私人銀行)

    • Alternative Investment for High-Net Worth Individuals (高端客戶另類投資)
    • Relationship Management with Professional Financial Planning skills for High-Net Worth Individuals

    Investment Banking (投資銀行)

    • Products and Services of Investment Banking (投資銀行產品及服務)
    • Merger and Acquisition (合併及收購)
    • Initial Public Offer (首次公開發售流程)
    • Private Equity (私募基金)

    Risk Management (風險管理)

    • Credit, Operational, Market, and Reputational Risks…etc (信貸、營運、市場及商譽風險…等等)
    • Update on BASEL requirement (巴塞爾條約)

    Treasury Management (財資管理)

    • Different Treasury Products and Services (財資管理產品及服務)
    • Assets and Liabilities Management (資產負債管理)

     

    Compliance and Internal Control (合規及內部控制)

    • Regulatory Framework in the Financial Industry (金融業監管框架)
    • Banking, Securities and Futures , Insurance Ordinances, and Relevant Laws And Regulations (銀行業、證券及期貨、保險業條例及相關法例和監管)
    • Anti-money laundering (AML) & counter-terrorist financing (CTF) (反洗錢及反恐融資)

    Training for Softskill Development and Enhancement 軟技能發展及提升

    • Consultative Selling Skill (諮詢銷售技巧)
    • People Management Skill (人員管理技巧)
    • Effective Utilization of Business Pipeline Management (業務管道的有效管理)
    • Effective Communication, Presentation and Negotiation Skill (溝通/演講/談判技巧)
    • Effective Telephone Skill in Call Center (熱線中心電話應對技巧)

    Seminar by Distinguished Speakers 研討會/演講會

    Market Outlook(市場展望)

    • Trend of Financial Products (金融產品趨勢)
    • Global and Regional Market Update (全球和區域市場更新)
    • Compliance and Regulation Update (合規和監管更新)

     

    Keynote Speech for Specific and Topical Topics (特定和專題主題演講)

    • One Belt One Road (一帶一路)
    • Fintech (金融科技)
    • Guangdong-Hong Kong-Macao Greater Bay Area (大彎區)

     

    Motivational Talk and Sharing for Financial Services Practitioners (給金融服務從業員的勵志演講與分享)

  • Contact US for Training Support

    聯絡我們 (培訓支援)

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    我們會儘快聯絡您

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