Elaborating Job Description, Responsibilities and Expectations
3
Provide Private Banking Advisor Training Schedule
4
Provide Necessary Software and Hardware Equipments
5
Enroll in Necessary Training Programs
6
Assign Mentor with Private Bank Advisor
7
Introduction to The Team
8
Tour of the Department and Facilities
9
Training on Compliance and Regulatory Requirements
10
Setting up Client Meetings under Mentor Supervision
11
Presentation on Company Culture and Values
12
Training on Company's Products and Services
13
Monitoring and Progress Evaluation by Mentor
14
Approval: Mentor’s Evaluation
15
Discuss Feedback and Improvement Plan
16
Access to all Relevant Software Systems
17
Completion of All Mandatory Trainings
18
Assisting with First Few Client Meetings
19
Approval: Performance in Client Meetings
20
Review of Policies and Ethics Training
Welcome and Introduction
This task involves welcoming and introducing the new private banking advisor to the team. The goal is to make the new advisor feel comfortable and included right from the start and provide an overview of the onboarding process. What steps will you take to ensure the new advisor feels welcomed and supported?
Elaborating Job Description, Responsibilities and Expectations
This task aims to provide the new private banking advisor with a clear understanding of their job role, responsibilities, and expectations. The purpose is to align expectations and ensure the advisor knows what is expected of them. How will you communicate the job description, responsibilities, and expectations to the new advisor?
Provide Private Banking Advisor Training Schedule
This task involves providing the new private banking advisor with a training schedule. The training schedule outlines the different training sessions and their timings. The purpose is to ensure the advisor is aware of the training sessions they need to attend and when they will take place. What will be the training schedule for the new advisor?
Provide Necessary Software and Hardware Equipments
This task focuses on providing the new private banking advisor with the necessary software and hardware equipment required for their role. The objective is to ensure the advisor has the tools they need to perform their job effectively. What software and hardware equipment will you provide to the new advisor?
1
Laptop
2
Desktop PC
3
Monitor
4
Keyboard
5
Mouse
Enroll in Necessary Training Programs
This task involves enrolling the new private banking advisor in the necessary training programs. The purpose is to provide the advisor with the knowledge and skills required for their role. Which training programs will the new advisor need to enroll in?
1
Finance Fundamentals
2
Client Relationship Management
3
Wealth Management Strategies
4
Compliance and Regulations
5
Sales Techniques
Assign Mentor with Private Bank Advisor
This task focuses on assigning a mentor to the new private banking advisor. The mentor will guide and support the advisor throughout their onboarding process. The objective is to provide the advisor with a mentor who can help them navigate their new role. Who will be assigned as the mentor for the new advisor?
Introduction to The Team
This task involves introducing the new private banking advisor to the team. The purpose is to familiarize the advisor with their colleagues and establish connections within the department. How will you introduce the new advisor to the team?
1
Team meeting
2
Team lunch
3
Individual introductions
4
Team email introduction
5
Team building activity
Tour of the Department and Facilities
This task entails providing the new private banking advisor with a tour of the department and its facilities. The goal is to help the advisor become familiar with their work environment and locate essential facilities. How will you conduct the tour of the department and its facilities?
1
Introduce workstations
2
Show meeting rooms
3
Visit breakroom
4
Highlight restrooms
5
Explore IT support area
Training on Compliance and Regulatory Requirements
This task involves providing training to the new private banking advisor on compliance and regulatory requirements. The purpose is to ensure the advisor understands the legal and ethical guidelines they must follow. How will you conduct the training on compliance and regulatory requirements?
1
In-person session
2
Online course
3
Webinar
4
Training manual
5
Interactive workshop
Setting up Client Meetings under Mentor Supervision
This task focuses on setting up client meetings for the new private banking advisor under the supervision of their mentor. The goal is to provide the advisor with hands-on experience in engaging with clients while receiving guidance. How will the mentor assist the advisor in setting up client meetings?
1
Drafting meeting agenda
2
Booking meeting rooms
3
Preparing presentation materials
4
Coordinating with clients
5
Scheduling meeting follow-ups
Presentation on Company Culture and Values
This task involves conducting a presentation on the company's culture and values for the new private banking advisor. The objective is to familiarize the advisor with the organization's principles and foster alignment. How will you deliver the presentation on company culture and values?
Training on Company's Products and Services
This task focuses on providing training to the new private banking advisor on the company's products and services. The purpose is to ensure the advisor has a comprehensive understanding of what the organization offers. How will you conduct the training on the company's products and services?
Monitoring and Progress Evaluation by Mentor
This task involves the mentor monitoring and evaluating the progress of the new private banking advisor. The mentor will provide feedback and guidance to support the advisor's development. How will the mentor monitor and evaluate the advisor's progress?
1
Regular check-ins
2
Observation of client meetings
3
Review of client interactions
4
Assessment of knowledge retention
5
Feedback sessions
Approval: Mentor’s Evaluation
Will be submitted for approval:
Monitoring and Progress Evaluation by Mentor
Will be submitted
Discuss Feedback and Improvement Plan
This task focuses on discussing feedback with the new private banking advisor and creating an improvement plan. The purpose is to provide guidance for the advisor's professional growth based on feedback received. How will you initiate the feedback discussion and develop an improvement plan?
Access to all Relevant Software Systems
This task involves granting the new private banking advisor access to all relevant software systems necessary for their role. The objective is to ensure the advisor can effectively utilize the required tools. Which software systems will the advisor need access to?
1
CRM
2
Portfolio Management
3
Client Communication
4
Data Analytics
5
Compliance Monitoring
Completion of All Mandatory Trainings
This task focuses on ensuring the new private banking advisor completes all mandatory trainings required by the organization. The objective is to ensure compliance and adequate knowledge for the role. When do you expect the advisor to complete all mandatory trainings?
Assisting with First Few Client Meetings
This task involves the mentor assisting the new private banking advisor in their first few client meetings. The goal is to provide support and guidance to ensure a successful interaction. How will the mentor assist the advisor in their first few client meetings?
1
Preparation of meeting materials
2
Co-facilitation of meetings
3
Providing guidance during meetings
4
Reviewing meeting outcomes
5
Assisting with follow-up actions
Approval: Performance in Client Meetings
Will be submitted for approval:
Assisting with First Few Client Meetings
Will be submitted
Review of Policies and Ethics Training
This task involves reviewing the policies and ethics training with the new private banking advisor. The purpose is to ensure the advisor understands and complies with the organization's policies and ethical standards. How will you conduct the review of policies and ethics training?
