Templates
Wealth Management
Private Banking Analyst Onboarding
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Private Banking Analyst Onboarding

1
Provide the necessary system access to the analyst
2
Introduction to private banking principles and concepts
3
Basic training on the organization's products and services
4
Knowledge training on banking regulations and procedures
5
Introduction to core banking software applications
6
Training on customer relationship management
7
Hand-over of current client portfolios for understanding
8
Session on financial analysis and underwriting procedures
9
Orientation to company's policies and code of conduct
10
Approval: Manager on system access and understanding
11
Knowledge Equipping on risk management strategies
12
Training on financial planning software
13
Shadow experienced analyst to understand client interaction
14
Approval: Compliance Officer on regulatory knowledge
15
Training on portfolio management and investment strategies
16
Feedback session on training and meetings attended
17
Approval: Training Officer on skill development
18
Introduction to team and key people in organization
19
One-on-one meeting with manager to set performance metrics
20
First client meeting with support from senior analyst
21
Approval: Senior Analyst on dealing with clients