Bank Client Advisor Training
Gain expertise in bank client advising: build trust, assess client needs, clearly explain retail banking products, manage objections ethically, negotiate fees, comply with regulations, and provide valuable financial advice to strengthen relationships.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
Acquire practical skills for conducting structured meetings, building trust, and explaining products simply. Learn to profile client needs, evaluate income, expenses, liabilities, and recommend fitting accounts, cards, loans, savings, and protection options. Excel in ethical sales, negotiation, objection handling, documentation, and adherence to regulatory, KYC, privacy, and AML standards.
Elevify advantages
Develop skills
- Master client discovery: profile needs, cashflow and risk quickly.
- Match retail products: align accounts, cards, loans and savings with goals.
- Conduct ethical sales: negotiate transparently, handle objections and fees.
- Perform advisory calculations: compare APR, simulate payments and project savings.
- Ensure compliance: apply KYC, AML, privacy and duty-to-advise standards.
Suggested summary
Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
Your classes are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of my interest without needing to change platforms... I thank you for everything you do, I've already recommended you to other people...

Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can change chapters and skip content that I don't need.

Mariana FerresPhotography Student
I like the content and the way of presentation and video transcription, which speeds up the process!

Luciana AlvarengaNail Design Student
The platform is fast, simple to use. The diversity of content and complementary videos help a lot in learning.

André FelipePrompt Engineering Student
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