BHM is implementing the "Wealth Management (WM) Expert" training program at a branch of a commercial bank.

Course content: Intensive training oriented towards "each banking professional being a consultant providing solutions to clients, a partner and protector of clients' best interests, possessing extensive knowledge of corporate finance, personal finance, business strategy, the ability to stimulate natural demand, etc." Specifically, the course provides students with tools to prepare themselves and build proactive response scenarios, managing risks in the context of the current macroeconomic situation.

Specifically:

• Learn how to use the tools provided by BHM to stimulate optimal demand and close Big Deals with Customers (Instructors will analyze typical case studies/investment decisions/stimulate customer demand related to products: Capital raising, Credit, Insurance, Bonds, Credit Cards, Open-ended Funds…);
• Understanding and analyzing financial statements at an in-depth level.
• Identifying and Managing Business Risks from a Banking Perspective (Methods for evaluating and appraising businesses; Methods for assessing the actual business operations of clients; Techniques for quickly identifying business value)
• Asset and estate management, specifically real estate (rapid risk identification and valuation of collateral assets).
• Key considerations regarding personal income tax and generational transfer.

If you are interested in the course, please contact us:

Ms. Giang – Training Manager, BHM Restructuring Consulting Joint Stock Company

Tel: (+84) 776 219 989

Hotline: 1900 866 877

Email: Service@bhm.com.vn

Students actively work in teams and share their perspectives.