Private banks are institutions that provide customized wealth management services to high-net-worth individuals.
Private banking services include a wide range of services, including asset management services, insurance services, trust services, tax consulting and compliance, estate consulting and planning, real estate consulting, etc.
With the enhancement of national financial awareness and global economic integration, a considerable part of the demand for global asset allocation has been derived, which has also led many domestic banks to open private banking services like foreign banks.
It is foreseeable that the scale of the private banking industry, the need for specialization, and the competitiveness will continue to grow.
In the future, there will be an essential demand for talent in the private banking sector.
Since the establishment of China's first private bank in 2007, many domestic commercial banks have launched private banking services like foreign banks over the past few decades. As the long-term development space of the private banking industry becomes larger and larger, many industry insiders
Set your sights on private banking.
The private banking major is already a very mature major abroad, and many students who plan to study abroad have gradually turned their attention to this professional course.
The EIB Master of Finance program at the University of the French Riviera has a team of professors composed of well-known scholars at home and abroad. They have rich teaching experience, and many of them are senior consultants to Fortune 500 companies and experts from government think tanks.
Today, the editor will take you to understand what fields are included in the private banking major.
1. Wealth management Wealth management teaches students to correctly understand the concepts of wealth management, so as to invest and manage assets rationally; at the same time, they understand financial market theory, characteristics of various financial markets, financial market interest rates and risk management mechanisms; understand domestic and foreign wealth management time,
Explore new trends in future wealth management, learn appropriate asset allocation ideas, use investment portfolios and wealth preservation methods to diversify wealth risks, and ensure the safety and sustainable growth of wealth.
2. Family trust Family trust is widely used around the world as an effective tool for family wealth management and inheritance.
Senior experts interpret the latest developments in domestic law, review successful practices and failed cases of family inheritance at home and abroad, and conduct in-depth discussions on how to build a legal structure and governance structure to protect family wealth to help protect family wealth.
3. Investment risk management helps students understand the risks that exist in the financial market, master risk measurement methods and risk control methods, and discuss changes in the contemporary financial environment and cases of risk management and control.
Cultivate students to have certain analytical and problem-solving abilities.
4. Tax Management and Auditing provides in-depth and detailed teaching on the basic ideas and main methods of tax auditing, allowing students to have a more comprehensive and profound grasp of tax auditing methods and practices.
5. Market Optimization Portfolio optimization is a quantitative calculation of the best return strategy when people invest in risk products based on expectations for the future. It is one of the focuses of risk asset management.
Students will learn to use calculation tools to perform actual optimization calculations on market investment portfolios to obtain the best ratio for expected returns.
6. Modern bank management enables students to have a specific knowledge and understanding of modern banking business, further consolidate the professional theoretical knowledge they have learned, closely integrate theory and practice, and improve students' ability to analyze, problem-solve and practical operations.
Shanghai Xiejin Education Group joins hands with the University of the French Riviera to launch the EIPB project, which has a complete curriculum system and practical guide for private banking and wealth management.
Help students achieve professional abilities such as managing financial assets and improving investment strategies based on the actual needs of their own career development.
At the same time, we will improve our service awareness, reduce career risks, and achieve seamless integration with the financial industry of the world's leading wealth management private banks.