Principles of Lending for Private Bankers

Designed to provide participants with a thorough grounding in the basics of lending to both private and company clients, to enhance and improve their analytical skills and enable them to maximise profitability and minimise risk when establishing credit facilities.

At the end of this course you will be able to:

  • Feel more confident in dealing with lending proposals
  • Gather vital information efficiently and structure proposals appropriately
  • Make effective recommendations to facilitate clients’ & colleagues’ decisions-
  • Assist in maintaining high credit standards, to maximise profitability & minimise risk-
  • Identify opportunities to add value to lending proposals

Who will benefit?

Invaluable for relationship managers, particularly those who must secure the approval of a credit or senior manager for lending decisions. Credit managers would also benefit, gaining both an insight into the role of their RM colleagues, and an opportunity to refresh existing skills. Ideal for relationship and liaison officers working towards a relationship management role.

The content of this programme can be tailored to your requirements for in-company training. More information on Tailored Training or contact us.

Course Length: 1 day

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Available Dates:

There are no dates in the calendar for this course.

Please contact us for availability.