 A customized and individualised offer.
Alma Private Banking aims to deliver a high
personalised management service, which fits to the
European standards. Unlike, in Morocco the
experience of this kind is still in its embryonic
stage. In effect, each client has a dedicated client representative.
This helps to gather and centralise
the necessary information within a patrimonial and
global context, so as to identify customers’ needs
and expectations, and then come up with the
adapted solutions.
This dynamic expertise is there to pin point the
evolvement of customers’ needs and incorporate
them in the strategic decisions.
Our tailor-made advice on organising and managing of assets
can deduce many personal options that are preferred by our
customers such as: Private and Professional project,
Objectives in terms of transmission, Awaited returns,
Preference or aversion towards the risk, Carried interest to
financial management, Financial needs, Family objectives in
optimum fiscal conditions. |
The management is absolutely conducted in transparency
and realized in a mandatory framework that strictly
respects the predetermined objectives.
Supplying Quality Information.
Alma Private Banking has a policy of managing
limited numbers of customers’ accounts, so as to
deliver the entitled and secured quality service for
its clients.
In this area, dedication is the prime quality of each
client-representative. This latter is frequently
making contacts, also reports the situation of a
customer’s account on periodical basis and /or
efficiently at his/her request. |
