Banques

Efficient Private Banking Assistant

Objective
The purpose of this intensive training course is to provide Private Banking Assistants with the technical and practical competences they need to fulfil their daily tasks. Through a range of practical exercises and case studies, the participants will acquire the necessary confidence to deal with the clientele’s requirements. Furthermore they will gain knowledge on the back-office activity and will be able to interact efficiently with this department.
All the different training units are held by experts in the respective fields of activity.
Programme
In order to dedicate sufficient time to the study of the financial products in line with the Markets in Financial Instruments Directive (MIFID II), the pathway has been adjusted accordingly.
The following subjects are covered by the programme:
  • Introduction to Private Banking Activities and their Importance for the Financial Centre of Luxembourg
  • Bank Accounts and Instruments of Payment
  • Fundamentals of Capital Markets
  • Fundamentals of Standard Financial Products :
o Interest Rates
o Bonds
o Shares
o Investment Funds
  • The Back-Office’s Role and Operations
  • Introduction to MIFID II
Composition

The training approach combines multiple courses (theory and practical workshops). Please refer to our on-line catalogue for dates and details according to the below list of courses:

Target Public

The Efficient Private Banking Assistant programme has been elaborated for junior bank employees working or starting to work in the private banking environment. A good command of English is required.

Exam

The knowledge acquired during the course can be validated through an examination. This examination will be based on a multiple choice questionnaire of approximately 50 questions. The passing rate is at 50%.