Financial institutions today are actively targeting the wealth management business that has proved to offer strong growth opportunities especially in the Asia Pacific region. As the high net worth population increases and changes dramatically, it becomes more critical than ever for wealth managers like yourself to understand the changing demographics and needs of your clients.
The Wealth Managers Academy (WMA) - Executive Certification Programme is a
4-day programme designed to help practitioners and leaders
understand key trends, emerging best practices and provide tactical responses that will assist in revenue maximisation.
This highly interactive and intensive 4-day programme is brought to you by The Banking Academy, affiliated with The Asian Banker, the region’s foremost intelligence company servicing the financial services industry, and is constructed from industry consultation with the American Academy of Financial Management to represent industry best practice in multiple fields associated with servicing the requirements of high net worth individuals in Asia.
Benefits & skills to be developed
The highly interactive training format makes the Wealth Managers Academy an ideal opportunity to survey the state of competition within the sector and
develop more robust business strategies that are suitable
for both the mature and emerging economies found across the Asia Pacific region. You will also:
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Understand the key fundamentals that are crucial for setting and building your WM business |
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Explore the importance of relationships in WM |
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Understand the various portfolio selection techniques and the importance of balance in a portfolio |
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Develop technical communication skills through supervised Deep Dive Brainstorming sessions |
Who should attend
This 4-day programme is designed and structured for senior level managers, heads of departments, presidents and vice presidents of:
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Private Banking |
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Wealth Management and Strategic Planning |
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Priority Banking |
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Premier Sales and Marketing |
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Operations |
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Treasury, Product Development and Client Support Functions. |
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Business Development in RFS |
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Private Equity Fund |
| Other: |
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Asset Management Team Leaders |
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Risk Managers, Retail WM Divisions |
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Structured Product Managers |
| Key deliverables of the programme
|
| • |
Case Studies from the AAFM will be used for workshops in the programme. |
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Participants will be given accreditation towards CWM certification with AAFM
Completion of these programme entitles the executive to receive the academic designation of Chartered Wealth Manager™ or CWM™. This formal qualification from the American Academy of Financial Management is recognised in more than 101 countries and by 800+ universities globally. |
