Private banking provides personalized banking and financial services to high net worth individuals (HNWIs) and ultra-high net worth individuals (UHNWIs). It serves professionals, lawyers, wealthy individuals, and global family offices. Private banking responds to unique client needs by executing customized strategies for family offices of varying sizes and complexities across multiple geographies. Regional client teams work with a small number of family office clients to ensure a high level of personalized service.

1. What is CPB
Private banking is personalized banking and financial services offered to a bank’s
• HNIs(High Net Worth Individuals) &
• UHNIs(Ultra High Net Worth Individuals)
Ci provides Private banking services to
1. Professionals
2. Layers & law firm groups
3. Wealthy individuals
4. Global family office
Responding to unique needs:
• CPB serves family offices of varying size and complexity, executing multi-disciplinary
strategies based upon each client’s requirements.
• CPB frequently serves clients with family members, businesses and foundations that
span multiple geographies around the world.
• CPB’s regional client teams work with a small no of family office clients in order to
ensure high level of service

2. Who is HNWI or UHNWIs
 Explained in google doc. Refer here from there.

3. Onboarding process-Identify lead/Prospect creation
 Prospect creation process
 Prospect request is created in IV banker(IVB) by the banker
 Details such as prospect time, contact info, country /location, banker, company,
estimated net worth, sector are captured by the banker in the prospect creation form .
 A name check is performed while creating a new prospect.
 Prospect approval process is a part of CRM module. The request will be reviewed and
approved by the business manager or specific set of approvers.
 Once approval is obtained, a new relationship and member is created in Onesource &
Inview.
 Call report- any communication in between banker and client is captured in the call
report.
 Pipeline- a process of overseeing & directing future sales in various stages
 Call report is also a part of CRM module
 In future , the entire prospect creation, approval, call report creation, pipeline will be
part of Salesforce.