Banking Programs

The Swiss Institute has delivered major projects to international banks from UBS to American Express in Europe and in Asia. For the first time in Sri Lanka we offer a best in class program in wealth management.

Learn how to identify suitable clients for priority/premier banking and market products and services them. Open client accounts, fulfil local regulatory requirements, understand client on-boarding procedures, profile clients and assess their risk appetite accurately, provide suitable advisory services, undertake credit checks, monitor and manage client accounts, learn to liaise with other departments in a bank as required, write appropriate emails and produce documents as necessary. Know how to develop an effective advisory relationship with clients over time.

Career Start Banking

Who is this for? – For career starters in any industry seeking the appropriate communication skills to handle customers. Two-week intensive program on how to speak with customers, understand their needs, assist them, and deliver the business promise of your company. Especially suited to people intending to work in a front office function.

Starts
Duration
Fee
August 2017 3 Months LKR 80,000

Client Relationship Manager Wealth Management

Learn how to identify suitable clients for priority/premier banking and market products and services them. Open client accounts, fulfil local regulatory requirements, understand client on-boarding procedures, profile clients and assess their risk appetite accurately, provide suitable advisory services, undertake credit checks, monitor and manage client accounts, learn to liaise with other departments in a bank as required, write appropriate emails and produce documents as necessary. Know how to develop an effective advisory relationship with clients over time.

Starts
Duration
Fee
August 2017 6 Months LKR 250,000

Management Associate Program

A two-year program with a total of 24 days training in four blocks of 6 days (three consecutive weekends) each. Target Audience is Management associates joining a bank and bank staff identified as management grade succession candidates.

Module 1 topics: Banking industry, financial markets, banking business models and types of banks, bank products and services, bank operating structures.

Module 2 will consist of a series of “Missions” which combine knowledge building and skills acquisition in a “learning by doing” environment, where 3 expert input is available, and, at the same time, participants exercise their capabilities and develop skills to address specific situations in the broader consumer banking and wealth management space.

The core of module 3 will be learning how to analyze the business of corporate clients, their leadership, and the articulation of business partnerships where a bank can add value to the client. Best practices from around the globe, and especially in Asia, will be discussed besides hands-on live examples from the environment in Sri Lanka. This will include running an industrial enterprise simulation to experience corporate decision making and funding issues.

Module 4 grooms management associates for a leadership role at the bank, with a series of input speeches, review of project tasks as a lead in to the topics (which will be provided 6 months prior to the seminar) focusing on how the various operations and aspects of a bank interact and interconnect; finally, a coaching based assessment of candidates to evaluate their personal career aspirations and align them to the bank´s intended roles for them.

Starts
Duration
Fee
August 2017 2 Years LKR

Banking and Finance: Public programs for Students and Professionals (Individuals)

Career Start in Banking addresses fresh graduates and new entrants into the banking industry, as well as non-bankers working in banks who need to develop a sound understanding of how banks operate, key products and features, as well as the regulatory and risk issues essential to working in the industry.

Course Name
Introductory Course Fee
Duration
Over all fee
Certificate in Banking Fundamentals and Basic Banking Principles LKR 96,000 2 Months LKR 160,000
Certificate in Advisory Skills for Banking – L1 LKR 182,000 2.5 Months LKR 260,000
Certificate in Banking Sales and Portfolio Management LKR 84,500 2 Months LKR 130,000
Basic Financial Industry Diploma LKR 350,000 6 Months LKR 500,000
The Future in Finance: Edu-tour in Switzerland USD 8,500 10 Days LKR 1,292,000

Fast track your career with the best in class standards.

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