Affluent & High-Net-Worth Client Management Series

Programme Overview

The growth of affluent and high-net-worth (HNW) clients has seen a rapid demand for wealth management advisory to form part of a comprehensive approach to wealth structuring in areas such as asset liquidity provision, family wealth protection, distribution and legacy planning, business continuity planning and tax optimisation.

Modules

The modules in this series can be taken on its own. Participants can leverage on the modules to further hone and practice their client engagement techniques through learning from senior industry practitioners, peer learning and role play practices.

Download programme brochure

Who Should Attend

  • Relationship Manager and Assistant Relationship Manager in priority banking
  • Senior personal banking managers in retail/consumer banking
  • Financial and insurance advisors managing affluent clients
  • Bancassurance specialists
  • Individuals considering a mid-career switch or seeking to re-skill their competencies

 

Useful Links

Certification

Participants who successfully complete the programme will be awarded: 

Accreditation

Accreditation

Participants are encouraged to access the IBF MySkills Portfolio (https://www.ibf.org.sg/home/for-individuals/resource-tools/myskills-portfolio) to track their training progress and skills acquisition against the Skills Framework for Financial Services. You can apply for IBF Certification after fulfilling the required number of Technical Skills and Competencies (TSCs) for the selected job role.

 

Find out more about IBF certification and the application process on https://www.ibf.org.sg/home/for-individuals/ibf-certification/why-be-ibf-certified

Certification

Certification

Participants who successfully complete the programme will be awarded:

 

  • Certificate of Achievement

Note:

The courses have been accredited under the Skills Framework for Financial Services and is eligible for funding under the IBF Standards Training Scheme (IBF-STS), subject to all eligibility criteria being met.

 

Participants are advised to assess the suitability of the course and its relevance to his/her business activities or job roles.

 

The IBF-STS is available to eligible entities and individuals based on the prevalent funding eligibility, quantum and caps. IBF-STS provides up to 70% course fee subsidy support for direct training costs subject to a cap of S3,000 per candidate per course subject to all eligibility criteria being met. Find out more on www.ibf.org.sg

 

The information above is correct at the time of publication. Wealth Management Institute reserves the right to amend the fees and/or terms and conditions as appropriate. 

Schedule

Modules

Testimonials

Testimonials

Upcoming Dates

Enquire Now

Related Articles

Previous
Next