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
Acquire high-net-worth clients. Secure your future.
This comprehensive session training is meticulously designed for professionals aiming to elevate their business by mastering the art of attracting and retaining high-net-worth (HNW) individuals. You will learn the secret formula of private bankers, a proven strategy to significantly increase revenue and generate a consistent flow of successful leads. The course covers foundational concepts of customer relationship management, strategic planning, and operational development. You’ll gain crucial skills in understanding the mindset of HNW clients and building trust to become their go-to holistic advisor. This workshop provides the tools and knowledge to overcome challenges and build lasting, profitable relationships.
Course Overview
Understand and apply customer book analysis to define clear objectives in customer relationship management.
Develop effective CRM strategies with communication techniques tailored to maintain impactful relations with high-net-worth clients.
Implement and evaluate an annual sales strategy using key performance indicators (KPIs) to assess CRM effectiveness for sustained growth.
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.
Mastering HNW Engagement
Learn to communicate with high-net-worth (HNW) individuals on their terms. This section teaches you to use strategic questioning and develop the right vocabulary to uncover their needs beyond basic finances.
Building Authentic Relationships
Discover how to build deep and lasting trust with HNW clients. By understanding their unique needs and mastering objection handling, you’ll be able to position yourself as a valued and holistic advisor.
Implementing Proven Growth Strategies
Gain access to a winning formula for acquiring HNW clients. This section helps you develop an acquisition plan and identify key performance indicators (KPIs) for consistent revenue and leads.
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