私人银行培训 角色扮演.pptVIP

* * Client Card – Role Play 1A Mr. Mohammad Saleh, GCC national aged 37. ASSUMED ROLE-PLAY PERSONA: Businessman with Net Worth of Approximately 7,500,000 USD. Cash or Liquid Assets of approx 850-900,000 USD Married with 3 kids (1 son, 2 daughters) Asset Allocation: Real estate (local) (55%) Bonds Local Equities (25%) Blue-Chip Offshore Equities (9%) Fund based Trusts for the kids, approx 250,000 USD. (3%) Cash holdings equivalent to 625,000 USD (8%) Your current primary banking relationship is with ADCB, you use FGB for cash, local mortgage payments, credit card payments, etc. Your cash hol