Principles of Lending for Private Bankers - Module 3

Designed to provide participants with a practical case study to implement the knowledge that gained from Modules 1 & 2. This will enhance their confidence by enabling them to handle a Private Banking lending proposal (based on a real case) from initial enquiry to eventual sanction.

At the end of this course you will be able to:

  • Have confidence to deal with credit proposals from start to finish
  • Be able to conduct themselves professionally with clients and at credit committees
  • To maximise the future profitability of their bank

Who will benefit?

Invaluable for relationship managers, particularly those who must secure the approval of a credit or senior manager for lending decisions. Credit managers would also benefit, gaining both an insight into the role of their RM colleagues, and an opportunity to refresh existing skills. Ideal for relationship and liaison officers working towards a relationship management role.

The content of this programme is only available as in-company training and can be tailored  to meet your specific requirements.  More information on Tailored Training or contact us.

Course Length: 1 day

Return to the Courses Page

Available Dates:

There are no dates in the calendar for this course.

Please contact us for availability.