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Business Communication Skills for ROs & Executive Officers

China's   leaders
  •  
regulators & companies
  •  
economic analysis
  •  
financial & business concepts

phone: 2895 1088   |  email: vip@FinanceMandarin.com

learn business mandarin
course code FM014

Finance Mandarin for
Private Bank

designed for
Private Bankers
who cover China

Special coaching for Managing Directors at Private Banks
with ambition to capture market share in China.
Exclusively for Certified Private Wealth Professionals CPWP.

  • Investment products, IPO, M&A
  • Structured products
  • Wealth planning, TRUST
  • Cash Managment & lending
  • Family wealth advisory solutions
  • Philanthropy management
  • Charitable entities
  • Millennial engagement
  • Thought leaders
  • Lifestyle advisory: Art & Aircraft
  • Health advisory
  • Personal security
  • Insurance solutions

your takeaway skills

  • pitch asset classes to clients - in Mandarin Chinese
  • conduct client reviews - in Mandarin Chinese
  • brief on portfolio strategies - in Mandarin Chinese
  • China market knowledge
  • Mandarin language skills
  • Strengthen Business Mandarin language skills at client and investor meetings
  • Master the key communication skills and finance terminologies you need to operate in a PRC business context environment
  • present complex PE and finance issues confidently

over 80% of our clients renew

Next step:
contact us to arrange a trial lesson.

course content

China market deals
case studies

Course content is built on case studies of the latest China market deals. You will learn the leaders and companies active in China's Asset Management market.

recently added case studies

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JP Morgan Private Bank Asian Family Business Technology Research Report Highlights

case study preview >>>

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PingAn Private Banking: AI & FinTech

case study preview >>>

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Private Bank Clients: Top 20 Richest Person in China

case study preview >>>

most popular case studies

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Future of Private Banking

case study preview >>>

beginner, intermediate or advanced level

tailored to match your Mandarin level

learning packages

Learning packages to suit your mode of study and your work schedule.

  • private one-to-one training
  • in-house workplace training
  • at our training centres
  • active learning
  • top trainers with teaching and finance qualifications
  • intensive, immersion, regular
  • 20 - 100 hours packages
  • AI powered platform to focus your learning time
  • pre-course assessment; mid course review
  • portfolio of learning outcomes

Next step:
contact us to arrange a trial lesson.

More than just Mandarin

Contact our team of specialists now. Next step:
contact us to arrange a trial lesson.

you are in good company

Our clients are top performers at global financial institutions. Finance Mandarin alumni are leaders in asset management who capitalise on the value of person to person relationships.

I have absolutely no doubt in recommending Finance Mandarin. Finance Mandarin Course helped to fine-tune my pronunciations for a list of finance terminologies and helped to increase my vocabulary for meetings and presentations. more ...

Marcella Chow
Market Strategist

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JP Morgan Asset Management

After a year of 120-hour study of IPO, M&A Legal course, I can now translate entire FT newspaper articles, have a broad knowledge of Chinese accounting terms and name not only political bodies but political leaders, companies and entrepreneurs in Chinese! As an added bonus, I even managed to finally achieve my long-time goal of passing HSK Level 6 under Vienne’s encouragement and guidance. more ...

Danette Chan
Associate, Antitrust/Competition

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Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates

you are in good company with our alumni

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Next step:
contact us to arrange a trial lesson.

Private Bank Business Mandarin Course Outline


For UNHW Chinese, business relationships are a prerequisite for financial service in this sector. Master Business mandarin communication, build relationships, understand market forces, and assess regulatory risks.

Customized Finance Mandarin Private Bank Course designed for:

Investment bank, private bank professionals and senior executives who are required to carry out client meetings with sophisticated investors, hedge fund managers and private equity owners in China.

Private Bank Finance Mandarin Course highlights

  • Review of key finance terms: KYC, asset allocation and assets classes, hedge funds and private equity
  • Client pitching skills and client portfolio review
  • Overview of China macroeconomics, structure of PRC government and finance regulators

Private Bank Finance Mandarin Benefit On completion

  • Greater fluency and accuracy in Business Mandarin language at business and client meetings
  • Master the key communication skills and finance terminologies you need to operate in a PRC business context environment
  • Ability to present complex finance and debt related issues persuasively

curriculum design
with depth and experience

"Finance Mandarin for Private Bank" course is designed for your learning, with three layers:
1. tailored to meet your specific needs,
2. case studies from latest China Market deals, and
3. foundation curriculum design of core modules.

Finance Mandarin Private Bank Course - Core Modules

  • Lesson 1: Sales Pitching and Know You Client
  • Lesson 2: Account Opening
  • Lesson 3: Asset Allocation and Asset Classes
  • Lesson 4: Client Portfolio Review and Role Play
  • Lesson 5: Hedge Funds
  • Lesson 6: Private Equity
  • Lesson 7: Asset Management, Top 10 Highest Return Funds
  • Lesson 8: Luxury Products Investment and Consumption
  • Lesson 9: Balance Sheet and Asset Allocation Return
  • Lesson 10: Trust, Estate Planning, Credit and Philanthropic Services
  • Lesson 11: Derivatives and Structured Products
  • Lesson 12: Futures and Metals, Property Finance
  • Lesson 13: M&A and LBO
  • Lesson 14: Bond Investment Instruments
  • Lesson 15: Alternative Finance Tools
  • Lesson 16: PRC Central and Local Government Structure and Officials
  • Lesson 17: Review of China Macroeconomics
  • Lesson 18: Debt Capital Markets
  • Lesson 19: Finance Regulators in HK and China
  • Lesson 20: Business Banquet Manners, Cultural Topics and Business Etiquette in China

Next step:
contact us to arrange a trial lesson.

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