Private Banking / Wiley Finance Editions (PDF)
Building a Culture of Excellence
(Sprache: Englisch)
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...
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...
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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.
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.
Inhaltsverzeichnis zu „Private Banking / Wiley Finance Editions (PDF)“
Preface ix 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 By 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
Autoren-Porträt von Boris F. J. Collardi
BORIS F.J. COLLARDI is Chief Executive Officer of JuliusBaer Group Ltd., the leading pure-play private banking group, based
in Switzerland. He oversees all operational issues on both a
national and international scale. Before joining Julius Baer in
2006, Collardi spent twelve years with Credit Suisse and
contributed significantly to its successful build-up and the
expansion of its private banking business in both Europe and Asia.
During his years with Credit Suisse, he attained the positions of
chief financial officer and head of the corporate centre within CS
Private Banking. Collardi combines extensive leadership experience
with proven expertise in the successful implementation of ambitious
strategic projects. His international work experience stems from
six years spent in Asia and the UK.
Bibliographische Angaben
- Autor: Boris F. J. Collardi
- 2012, 1. Auflage, 288 Seiten, Englisch
- Verlag: John Wiley & Sons
- ISBN-10: 0470826983
- ISBN-13: 9780470826980
- Erscheinungsdatum: 01.08.2012
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- Grösse: 4.11 MB
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Sprache:
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