Effectively Using Client Personas in the Wealth Management Arena

In-person teaching Classroom
Exclusive online content Webinar

In this Effectively Using Client Personas in the Wealth Management Arena programme you will receive psychological insights into High-Net-Worth Individuals (HNWIs). Using these insights will you will be able to adapt and influence your clients more effectively.

Suitability

This course is suitable for private bankers, wealth managers, relationship managers, assistant relationship managers and premier bankers.

Learning Outcomes

By the end of this course participants will be able to:​

  • Apply the concept of client personas into how they communicate with clients
  • Adapt their communication style to their client to create rapport
  • Influence the different personas in an ethical way

Course Content

Understanding HNWI individual psychology​

  • What is a persona and why is it useful in improving your ability to positively influence and service clients?​
  • Common HNWI personas and their financial decision-making style​
  • What are best ways to interact and connect with the different personas?

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of our clients would recommend Alpha to a colleague or peer

90%

of a cohort was promoted within 2 years after participating in an Alpha course.

96%

of participants felt more confident in their role, following an Alpha commercial leadership course.

Why study with Alpha?

Innovation and creativity born from experience

We are thought leaders in instructional and learning journey design and holistic solution architects. We have extensive finance and investments experience combined with skills application to deliver performance improving results. We develop immersive learning environments that maximize time to productivity, support talent retention and added value to improving quality of hires.

Knowledge Exchange Evangelists

We are focused on mining the embedded organisational intellectual capital for the benefit of the next generation. We create and curate best in class practice gathered from our experience with the leading financial institutions. We design our programmes with the end in mind – what results are you trying to achieve with this intervention? What metrics will we set ourselves to achieve that?

Generation Proof

Quality and innovation, using current market and industry best practices, have made us a trusted partner in delivering dynamic and motivating training for the financial and capital markets. Our programmes are generation proof and responsive to evolving learner needs and styles. Our solutions use a multi-stakeholder engagement strategy that expands beyond relationships between the learner and learning provider. We create connections with managers, peers and the wider business to drive impactful return on investment..

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