Servicing wealthy private clients

The ability to excel in client service is a sine qua non condition of premium client experience and an historical battlefront for wealth managers. Yet, the art of wealthy client servicing requires a thorough understanding of the social codes applicable to luxury lifestyle, of related client expectations and of the interpersonnal skills associated to servicing excellence.

This course is designed as a practical masterclass to understand best practices applicable to wealthy client servicing.

• Introduction to wealth as a culture and related codes
• Identify and understand the implicit expectations of wealthy clients in term of service excellence
• Define clients’ expectations stemming from the bank’s/family office’s identity, positioning and value proposition
• Share the trainer’s and audience’s wealthy client relationship management experiences in a safe and kind environment
• Understand attitude and best practices to bear in mind so as to react with empathy and professionalism to wealthy clients’ demands and complaints
• Understand the practical implications of the Covid-19 sanitary crisis on servicing excellence and the client’s experience

Mrs Anne Debard is the founder and managing director of AD Excellence, a consulting and training company specialised in the servicing of wealthy clients, the luxury lifestyle and business ecosystems, and French etiquette. Her seasonned experience has been acquired among and on behalf of a wide range of luxury ventures, including palaces, luxury goods and training institutions.