Sales Launchpad
Prospecting and Engaging High Networth Individuals
Learn the secrets of private bankers to acquire and engage high-net-worth clients, elevating your real estate business with proven strategies.
Course Ref no: TGS-2023040923
14 hours
In-Person Workshop
Who is this for
- 25 Years Old and Above
- 1 Year in supervisory role
Course Date & Schedule
Date
- To be Announce
Schedule
- Day 1 : 9:00am – 6:00pm
- Day 2 : 9:00am – 6:00pm
The Private Banker's Formula for Attracting HNW Clients
“Unlock Private Banker’s Secret Formula: Master the art of attracting luxury buyers with our exclusive Professional Accelerator Program. Our Strategic Prospecting and Engaging High-Net-Worth Individuals course is designed for professionals aged 24 and above with at least one year of supervisory experience.
Through our proven winning formula, you will learn to:
- Acquire high-net-worth (HNW) clients using private banking strategies.
- Examine the investment perspective of HNW clients to engage them using their language and lingo.
- Build trust by understanding their needs and establishing your position as a trusted and holistic advisor.
Join us and become the go-to professional for high-net-worth clients, get successful leads, and increase your revenue.”
Course Overview
Question HNW strategically to help clients
uncover their requirements beyond financials.
Establish your position as the HNW’s go-to trusted and holistic advisor.
Engaging High-Net-Worth Individuals: A Proven Formula
Our Strategic Prospecting and Engaging High-Net-Worth Individuals course is designed for professionals with a minimum of one year’s supervisory experience who are looking to elevate their business
Acquire HNW Clients
Master private banking strategies to attract and win over high-net-worth clients.
Engage with Confidence
Learn to use the language and lingo of HNW clients by understanding their investment perspectives.
Build Trust as a Holistic Advisor
Establish yourself as a go-to, trusted advisor by understanding client needs and helping them uncover their requirements beyond financials.
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
900
981
Singapore Citizen 25-39 years old & Singapore PR
450
531
Singapore Citizen 40 years old & above
270
351
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