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| Type | Master's Thesis |
| Scope | Discipline-based scholarship |
| Title | Strategic Asset Allocation - The Bridge between Asset Management and Clients |
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| Institution | University of Zurich |
| Faculty | Faculty of Business, Economics and Informatics |
| Date | 2020 |
| Abstract Text | Only satisfied clients generate a sustainable profit for a bank. Therefore, besides an intention to generate profit, the client-advisor must focus on client satisfaction and use soft skills to make the client satisfied. Client satisfaction is highly dependent on choosing the right investment strategy. Therefore, the client-advisor must determine the client’s needs (risk, return, unique circumstances) with the client and propose the right strategy. This strategy forms the bridge between the client and asset management. This paper describes my serious game for training people in this holistic consulting process. |
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