• Training and Competence Development

    培訓及能力發展

  • Training Program for Different Job Functions in Banking Industry

    銀行業不同工作功能的專業培訓

    Retail Banking 零售銀行

    • Wealth Management and Financial Planning for General Customer (財富管理及理財策劃: 一般客戶)
    • Fund and Assets Management (基金和資產管理)
    • Development of Selling Process (銷售過程)
    • Mystery Shopping Program (MSP) on Banks‘ Sales Practices (銀行銷售手法的喬裝客戶檢查計劃)

    Corporate and Commercial Banking 企業及商業銀行

    • Business Relationship Development and Process Management (商業關係發展及流程管理)
    • Trade Finance (貿易金融)
    • Corporate Credit Assessment (信貸管理及分析)

    Private Banking 私人銀行

    • Alternative Investment for High-Net Worth Individuals (高端客戶另類投資)
    • Wealth Management and Financial Planning for High Net-worth Individuals (財富管理及理財策劃: 高資產淨值客戶)
    • Estate and Succession (Legacy) Planning for Private Banking 私人銀行的遺產及傳承(世代傳承)計畫 (i.e. Trust and Family Office 例如：信託及家族辦公司)

    Investment Banking 投資銀行

    • Products and Services of Investment Banking (投資銀行產品及服務)
      • Merger and Acquisition (合併及收購)
      • Initial Public Offer (首次公開發售流程)
      • Private Equity (私募基金)

    Risk Management 風險管理

    • Credit, Operational, Market, and Reputational Risks…etc (信貸、營運、市場及商譽風險…等等)
    • Update on BASEL requirement (巴塞爾條約)

    Treasury Management 財資管理

    • Different Treasury Products and Services (財資管理產品及服務)
    • Assets and Liabilities Management (資產負債管理)

    Compliance and Internal Control 合規及內部控制

    • Regulatory Framework in the Financial Industry (金融業監管框架)
    • Banking , Securities & Futures , MPF, Insurance Ordinances, and Relevant Laws And Regulations (銀行業、證券及期貨、強積金、保險業條例及相關法例和監管)
    • Anti-money laundering (AML) & Counter-terrorist financing (CTF) (反洗錢及反恐融資)

    Other Topics 其他主題

    • ESG Development and Updates (環境、社會和管治的發展及更新)
    • Special (Tailor)Training for Senior/C-level Managements (專為高級管理人量身設計的培訓)
    • Special (Tailor)Training for Management Trainees (專為管理培訓生量身設計的培訓)

    Softskill Development and Enhancement 軟技能發展及提升

    • Consultative Selling Skill (諮詢銷售技巧)
    • People Management Skill (人員管理技巧)
    • Team Building/Leadership/ Coaching/ Train The Line Trainer …etc (團隊建設/領導/指導/培訓師培訓)
    • Effective Utilization of Business Pipeline Management (業務管道的有效管理)
    • Communication, Presentation and Negotiation Skill (溝通/演講/談判技巧)
    • Mastering Telephone Skill in Call Center (熱線中心電話應對技巧)
    • Effective Questioning Skills and Methods to Identify the Target Customers (i.e. High Networth Individuals) 有效的發問技巧及方法去認清目標客戶(例如，高資產淨值客人)
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