Edcomm Banker’s Academy has made recent updates to its Wealth Manager training program for 2010.
New York, NY, April 29, 2010 — Edcomm Banker’s Academy has made recent updates to its Wealth Manager training program for 2010. Achieving Wealth Manager Excellence has been revised as part of Edcomm Banker’s Academy’s ongoing commitment to providing the most up-to-date and pertinent financial services information as the banking industry enters a new decade.
To clients, Wealth Managers are the bank. In order to be successful, financial institutions need properly trained Wealth Managers who can meet the Bank’s sales goals. Through training, Wealth Managers will learn the knowledge and skills necessary to find and sign new clients and maximize the potential of existing clients – ultimately retaining and expanding their client base.
Achieving Wealth Manager Excellence, from Edcomm Banker’s Academy, is an interactive training program that teaches Wealth Managers everything they need to know to be successful at their bank. The program begins with an overview of the wealth management industry, and then addresses the tasks and responsibilities of Wealth Managers. Participants then learn how to successfully communicate with coworkers and clients while providing outstanding sales and service, how to sell wealth management products and how to increase market and wallet share. Achieving Wealth Manager Excellence also covers: business development, financial analysis, portfolio management, ethics, risk management, and compliance.
For more information about programs like this, or to find out how The Edcomm Group Banker’s Academy can customize any training program, log onto www.bankersacademy.com or call +1.212.631.9400.
The Edcomm Group Banker’s Academy is a 23-year-old multimedia education and communication consulting firm specializing in the development of creative business solutions that improve productivity, customer service and market share – providing bottom-line results. The Edcomm Group Banker’s Academy has had the privilege of assisting many distinguished clients with business solutions in the form of eLearning programs, online bank training and classroom instruction, multimedia production and online and print based documentation. Edcomm Banker’s Academy offers many off-the-shelf and customized courses such as Teller Training, Compliance Training and Systems Training specifically designed for Banks, Credit Unions and Money Services Businesses (MSBs).
The Edcomm Group Banker’s Academy (www.bankersacademy.com) is headquartered in New York City with locations and representation throughout the world.
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Contact:
Dr. Linda Eagle
Edcomm Banker’s Academy
21 Penn Plaza, Suite 1010
New York, NY 10001, USA
Tel:+212.631.9400
Fax: 212-631-0659
[email protected]
http://www.bankersacademy.com
