Bottova 2A, Bratislava 811 09, Slovakia
Advanced Private Banking
Advanced Private Banking workshop puts focus on more complex financial market instruments, portfolio management and its construction, benchmarking, fair risk assessment and calculation of portfolio yields. The seminar is dedicated for expert private bankers, who are partially skilled at financial markets and have long-term experienced in this area.
| Length: | 2 days |
|---|---|
| Difficulty: | Expert |
| Price: | Individual (In-house) |
| Place: | In-house (On-line / On-site) |
Content
- Portfolio management, Return on Risk and ‘Total return’ approach
- Mapping of private customer needs (investment questionnaire, targets’ definition, searching for future customer’s needs, customer’s risks)
- Volatility of financial markets, volatility impact on pricing of investment instruments, risk measurement by Value at Risk methodology, its using in private banking
- Risk identification by financial instruments with multiple risks
- Non-standard instrument on capital market (e.g. Perpetual Bonds, Capital Market Floater, Constant maturity swap)
- Credit spreads of bond markets, comparing credit spread risk with other risks, hedging possibilities
- Non-linear instruments: FX Options and their application (as a hedging instruments and as an investment instrument)
- Non-linear instruments: Interest Options and their application (as a hedging instruments and as an investment instrument)
- Comparing volatility and value of risk between linear and non-linear investment tools
- Alternative investment instruments – precious metals, trading conventions, forwards
- Model portfolios (with focus on bonds)
- Comparing volatility and value of risk between alternative markets and interest instruments on capital market and FX investments
- Structured investment products, methods of structuring, risk value by structured products
Target group
- Experienced private bankers
- Product managers and Asset managers
- Participants of internal education programmes in area Private Banking
- Bank professionals and experts from other related departments (audit, risk management, back-office ....)
Preparation
E-learning in the form of script and/or texts, questions, multi-level tests, solutions and explanations
Bearning Private Banking is a modular training program and it is adjustable for your target group according to your bank's needs. This training is available also in in-house form for a bank or an organized group of professionals.