Introduction:
This 5-day training course is designed for Expert's Chief Asset Management professionals who want to enhance their negotiating skills in asset management contracts. The course covers the core skills required for effective negotiation, including Analytical Thinking, Financial Acumen, Customer Relationship, and Risk Management.
Outputs:
Upon completion of this course, participants will be able to:
- Negotiate asset management contracts effectively and efficiently
- Develop and maintain positive customer relationships during negotiations
- Analyze financial data and apply it to negotiations
- Identify and manage risks during the negotiation process
Objectives:
The main objective of this course is to equip participants with the knowledge and skills required to negotiate asset management contracts effectively. The course will cover the following topics in detail:
- Understanding the negotiation process and key principles of negotiation
- Developing and maintaining positive customer relationships
- Analyzing financial data and applying it to negotiations
- Identifying and managing risks during the negotiation process
- Case studies and real-world examples to demonstrate the application of negotiation skills in asset management.
Who Should Attend this Course:
This course is ideal for asset managers, investment analysts, portfolio managers, financial advisors, and anyone interested in improving their negotiation skills for asset management contracts.
Outline for 5 Days:
Day 1: Introduction to Negotiating Asset Management Contracts
- Overview of the negotiation process and key principles of negotiation
- Understanding the goals and objectives of asset management contracts
Day 2: Developing and Maintaining Customer Relationships
- Building and maintaining positive customer relationships
- Understanding the customer's needs and interests
- Developing effective communication skills
Day 3: Analyzing Financial Data for Negotiations
- Understanding financial statements and financial ratios
- Analyzing financial data and applying it to negotiations
- Evaluating risks and opportunities during negotiations
Day 4: Identifying and Managing Risks in Negotiations
- Identifying and evaluating risks during negotiations
- Implementing risk management strategies
- Monitoring and managing risk exposure
Day 5: Case Studies and Real-World Examples
- Applying negotiation skills in real-world situations
- Analyzing case studies and real-world examples
- Reviewing and summarizing key learning points.
"Throughout the course, participants will have the opportunity to work on practical exercises and case studies to apply the concepts and skills they have learned. The course will also include interactive discussions and opportunities for participants to share their experiences and insights. "