Tasks in this program

Task One: Understanding Client Needs
1-2 hours
Crafting questions to guide sales in the financial services sector
What you'll learn
  • Meet your client, a wealth management firm who is interested in using Bloomberg products to help manage their growing number of clients and investments
  • The types of questions the Bloomberg Client Engagement team asks to best understand client needs
What you'll do
  • Review an Excel spreadsheet with Company A's equity investments
  • Prepare a list of questions and email your client to better understand their needs

Reviews

Over 2800
5 Star Reviews
Not the right career for you?