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
Insurance solutions

Women Leadership
Diversity & Inclusive
ESG & Impact Investing
Corporate Governance
Digital Assets (NFT, Bitcoin)

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 demo class.

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

Zhang Yiming’s Cool River Venture Who is Zhang Yiming? ByteDance IPO in questions

case study preview >>>

Leadership： Train-the-trainer 20 questions

case study preview >>>

CSRC: Measures for the Supervision and Administration of Derivatives Transactions Draft

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 demo class.

You Learn, You Earn.
Finance Mandarin for Leaders.

Contact our top communication specialists now. Next step:
contact us to arrange a demo class.

* your full name:

* your email:

* your company:

* your mobile number:

* which Mandarin course are you considering ?

your first language:

* required

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

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

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

you are in good company with our alumni

Next step:
contact us to arrange a demo class.

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 demo class.

Finance Mandarin forPrivate Bank

designed for Private Bankers who cover China

your takeaway skills

over 80% of our clients renew

China market dealscase studies

beginner, intermediate or advanced level

learning packages

You Learn, You Earn. Finance Mandarin for Leaders.

you are in good company

Private Bank Business Mandarin Course Outline

Customized Finance Mandarin Private Bank Course designed for:

Private Bank Finance Mandarin Course highlights

Private Bank Finance Mandarin Benefit On completion

curriculum designwith depth and experience

Finance Mandarin Private Bank Course - Core Modules

Finance Mandarin for
Private Bank

designed for
Private Bankers
who cover China

China market deals
case studies

You Learn, You Earn.
Finance Mandarin for Leaders.

curriculum design
with depth and experience