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A01=Boris F. J. Collardi
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best practices for money managers
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Boris Collardi
Boris F. J. Collardi
Category1=Non-Fiction
Category=KFFK
Chief Executive Office of Julies Baer Group
client focused private banking
Collardi book
COP=United States
customer service guide
customer service in private banking
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guide to money management
guide to private banking
guide to private banking best practices
high net worth clients
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Language_English
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Price_€100 and above
private banking
private banking guide
private banking sector
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wealth management
World Class Private Banking
World Class Private Banking: Building a Culture of Excellence

Private Banking

English

By (author): Boris F. J. Collardi

An insightful overview of the keys to world-class client service in the private banking sector

As the number of wealthy individuals around the world increases, private banking and wealth management companies have grown to keep pace. After the fast growth the long term success is predicated on both winning and keeping clients, making a client-centric model a must. Private Banking: Building a Culture of Excellence provides a clear, easy-to-follow guide to building a committed base, written by an industry expert.

Presenting an overview of the elements required to build a successful and client-focused private bank that delivers the kind of care and excellence wealthy clients demand, the book even includes real-life examples for a better understanding of concepts and, to help you achieve your goal.

  • Outlines how to implement a practical strategy for success in the growing private banking sector
  • Explores the key drivers in the private banking industry as well as the most recent developments in the environment to help you stay on top of customer demands
  • Includes case studies and other resources to show the keys to private banking done right in action

Private Banking provides useful, hands-on advice for building a strong, lasting business in the private banking sector.

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Current price €128.99
Original price €129.99
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A01=Boris F. J. CollardiAge Group_UncategorizedAuthor_Boris F. J. Collardiautomatic-updatebest practices for money managersbest practices for private bankingBoris CollardiBoris F. J. CollardiCategory1=Non-FictionCategory=KFFKChief Executive Office of Julies Baer Groupclient focused private bankingCollardi bookCOP=United Statescustomer service guidecustomer service in private bankingDelivery_Delivery within 10-20 working dayseq_business-finance-laweq_isMigrated=2eq_non-fictionguide to money managementguide to private bankingguide to private banking best practiceshigh net worth clientsHWNLanguage_EnglishPA=AvailablePrice_€100 and aboveprivate bankingprivate banking guideprivate banking sectorPS=Activesoftlaunchwealth managementWorld Class Private BankingWorld Class Private Banking: Building a Culture of Excellence
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Product Details
  • Weight: 562g
  • Dimensions: 166 x 239mm
  • Publication Date: 06 Nov 2012
  • Publisher: John Wiley & Sons Inc
  • Publication City/Country: US
  • Language: English
  • ISBN13: 9780470824375

About Boris F. J. Collardi

BORIS F.J. COLLARDI is Chief Executive Officer of Julius Baer Group Ltd., the leading pure-play private banking group, based in Switzerland. He oversees all operational issues on both a national and international scale. Before joining Julius Baer in 2006, Collardi spent twelve years with Credit Suisse and contributed significantly to its successful build-up and the expansion of its private banking business in both Europe and Asia. During his years with Credit Suisse, he attained the positions of chief financial officer and head of the corporate centre within CS Private Banking. Collardi combines extensive leadership experience with proven expertise in the successful implementation of ambitious strategic projects. His international work experience stems from six years spent in Asia and the UK.

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