Sales Launchpad
Mastering High-Net-Worth Customer Relationships
Learn to provide exceptional service, build lasting relationships with high-net-worth clients, and master CRM strategies to become their trusted advisor.
Course Ref no: TGS-2023040914
14 hours
In-Person Workshop
Who is this for
- 25 Years Old and Above
- Diploma Holder
- A minimum of 1 Year in working experience
Course Date & Schedule
Date
- To be Announce
Schedule
- Day 1 : 9:00am – 6:00pm
- Day 2 : 9:00am – 6:00pm
Prospecting for Success: The HNW Client Blueprint
Our Strategic Prospecting and Engaging High-Net-Worth Individuals course is designed to empower professionals with the skills needed to attract, connect with, and retain high-net-worth clients. This program provides a proven formula to increase your revenue and business results.
With our exclusive Professional Accelerator Program, you will learn to:
- Unlock the Mindset of HNW Individuals: Understand their investment perspective and use their language to build trust.
- Acquire and Engage with Confidence: Master consultative selling and advisory models.
- Become a Trusted Advisor: Establish your position as a trusted and holistic advisor by questioning HNW clients strategically to uncover their needs beyond financials.
Course Overview
Uncover and decode Fundamentals of Customer Relationship Management (CRM) for high-net-worth individuals (HNWIs).
Leverage on technology to save your time
Gain practical, hands-on experience to acquire the skill sets needed to win your clients’ hearts.
Your Journey to Becoming a Trusted HNW Advisor
Our Strategic Prospecting and Engaging High-Net-Worth Individuals course is designed to transform your approach to client acquisition and relationships. This is an exclusive program that provides a proven formula for professionals to achieve significant business results.
Go Beyond the Basics
Discover how to acquire high-net-worth clients by applying the same strategic formulas used in private banking.
Connect with Confidence
Learn to examine the investment perspectives of HNW clients and engage with them on their terms, using their language and lingo.
Build Unshakeable Trust
Master the art of strategic questioning to help clients uncover their needs beyond financials. This will empower you to establish your position as their go-to trusted and holistic advisor.
Mode of Assessment
To encourage transfer of learning, the course incorporates:
- Written assessment (Short answer questions)
- Written assessment (Case study)
At the completion of the course, e-certificate will be awarded to trainees who have demonstrated competency in the WSQ assessment and achieved at least 75% attendance.
Course Fee and Government Subsidies
Before GST
After GST
Foreigner
1000
1090
Singapore Citizen 25-39 years old & Singapore PR
500
590
Singapore Citizen 40 years old & above
300
390
Course Support
- SFC (SkillsFuture Credit) claimable, including GST
- SFEC claimable for eligible Singapore-registered companies
- PSEA claimable
Applicable SSG Grant:
- SkillsFuture Funding (Baseline)
- SkillsFuture Mid-career Enhanced Subsidy
- SkillsFuture Enhanced Training Support for SMEs