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Training
Online Relationship Manager Course - Becoming the Trusted Family Advisor
The "Becoming the Trusted Family Advisor" Relationship Manager Course is a pure online course, available 24/7, and is designed to significantly increase a relationship manager's know-how on the various tax and non-tax issues of relevance to international high-net worth clients with onshore and offshore assets.
The course is comprised of LawInContext’s online training modules, which were developed by legal experts for the private banking community, and complemented by a suite of one on one xalt.tv interviews with leading practitioners in the fields of tax, wealth management and estate planning.
The xalt.tv interviews provide an unprecedented insight into the practical issues facing relationship managers when dealing with the affairs of High Net Worth Clients.
For institutions with 13 or more users, please contact us for group pricing information email: training@lawincontext.com or call: +41 (0)44 384 13 79.
Email: joseph.fisher@lawincontext.com Telephone: +41 (0)44 384 1381
