Risk Management, Banking and Financial Services Workshop

“Empowering Sales Revenue and Minimizing Risk!”

Sales driven and result-oriented;
Comprehensive: from fundamental to advanced levels;
Specially designed for Corporate, Commercial and SME Banking;
All conduct in informative and interactive workshop format;
All workshops can be tailored to meet the specific needs of individual corporations.

Over 25 years of experience in Corporate Finance and Treasury, Corporate Banking, Commercial Banking and Credit Risk Management in a number of renowned banks & institutions;
Well-versed experiences in coaching Executives in Corporate Banking, Commercial Banking, SME Banking, Trade Finance and Credit Risk Management in Asia Pacific including HSBC, Hang Seng Bank in Hong Kong & Mainland China;
Moody’s certified trainers for Basel II training;
Visiting Lecturer for MBA, MAF, MSc (Finance) programs of Australia, UK Universities and SPEED of Polytechnic University.

A)	Corporate Banking - Design for Senior Relationship Manager / Relationship Manager
Workshop Title
1.	Basel II - Risk & Return Analytics Strategy Workshop;
2.	Advanced Corporate Credit Risk Analytics Workshop;
3.	Credit Boot Camp for Bankers;
4.	Finance of International Trade;
5.	Advanced Commercial Lending Analysis;
6.	Advanced Sales Training for Commercial Banking Sales / Trade;
7.	Fundamentals of Global Markets;
8.	Advanced Credit Negotiation Skills;
9.	Client Planning & Wallet Sizing for Corporate Banking;
10.	Driving Results Through Outstanding Sales Skills;
11.	Global Relationship Management;
12.	Developing Outstanding Sales Management & Coaching Skills;
13.	Presentation Skills for Relationship Managers & Sales Executives;
14.	Professional Presentation Skill for Sales Management.

B)	Commercial Banking - Design for Senior Relationship Manager / Relationship Manager
Workshop Title
1.	Commercial Lending Analysis (Formal Credit Training Workshop);
2.	Credit Boot Camp for Bankers;
3.	Finance of International Trade;
4.	Advanced Commercial Lending Analysis;
5.	Advanced Sales Training for Commercial Sales / Trade;
6.	Fundamentals of Global Markets;
7.	Advanced Credit Negotiation Skills;
8.	Client Planning & Wallet Sizing for Commercial Banking;
9.	Driving Results Through Outstanding Sales Skills;
10.	Developing Outstanding Sales Management & Coaching Skills;
11.	Presentation Skills for Relationship Managers and Sales Executives;
12.	Professional Presentation Skill for Sales Management.

C)	SME Banking - Design for Senior Relationship Manager / Relationship Manager
Workshop Title
1.	SME Lending Workshop;
2.	Commercial Lending Analysis (Formal Credit Training Workshop);
3.	Credit Boot Camp for Bankers;
4.	Finance of International Trade;
5.	Advanced Sales Training for Commercial Banking Sales / Trade;
6.	Fundamentals of Global Markets;
7.	Advanced Credit Negotiation Skills;
8.	Client Planning & Wallet Sizing for SME Banking;
9.	Enhancing SME Banking Sales;
10.	Developing Outstanding Sales Management & Coaching Skills;
11.	Presentation Skills for Relationship Managers & Sales Executives;
12.	Professional Presentation Skill for Sales Management.

D)	SME Banking - Design for SME Junior or Entry Officer / Newly Promoted Relationship Manager
Workshop Title
1.	Fundamentals of Lending - Part I;
2.	Fundamentals of Lending - Part II;
3.	Foundation Sales Training for Corporate / Commercial Banking Sales;
4.	Fundamentals of Global Markets;
5.	Enhanced Selling Skills;
6.	Driving Results Through Developing Your Sales Team.

E)	Financial Planning - Design for Financial Planning Manager / Branch Manager / Investment Advisor at Branch
Workshop Title
1.	Driving Results Through Wealth Management Sales;
2.	Investment Planning Workshop;
3.	Investment Selling Training;
4.	Investment Services Training for Financial Planning Managers;
5.	Value Investment and Margin of Safety.

F)	Financial Planning - Design for Junior and Entry Level Financial Planning Officer
Workshop Title
1.	Fundamentals of Financial Planning;
2.	Investment Planning Workshop;
3.	Investment Selling Training.

G)	Credit Risk Management - Design for Credit Analyst / Credit Approver
Workshop Title
1.	Basel II - Risk & Return Analytics Strategy Workshop;
2.	Commercial Lending Analysis (Formal Credit Training Workshop);
3.	Advanced Corporate Credit Risk Analytics Workshop;
4.	Credit Boot Camp for Bankers;
5.	Finance of International Trade;
6.	Advanced Commercial Lending Analysis;
7.	Fundamentals of Global Markets.

H)	Trade Finance - Design for Trade Finance Operations Manager / Team Head / Officer
Workshop Title
1.	Foundation of Bills Operations;
2.	Understanding UCP 600 and ISBP;
3.	Practical Credit and Loans Management with Emphasis on Trade Finance;
4.	Advanced Bills Operations.

I)	Import and Export Trade Finance
Workshop Title
1.	Achieving Excellence In FOREX and I & E Operations Management;
2.	Advanced Import and Export Operations Management;
3.	Essentials of a Successful Credit Officer;
4.	Payment Risks and Review Under Documentary Credit;
5.	Understanding The New Regulations of Letters of Credit - UCP 600.

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