Private Banking

WMI re-defines Client Advisors’ skills and competencies

Singapore has established itself as one of the leading global private banking and wealth management centres. High and ultra-high net worth individuals choose Singapore because of its sound financial regulation and strong rule of law, amongst other factors.

According to the Asian Private Banker Survey, Singapore is the most preferred offshore wealth hub among industry professionals.

Within the wealth management industry, private banking generally starts for clients with investible assets of SGD5M and above.

Certified Private Banker (CPB) Programmes

The CPB programmes aim to boost your future-readiness through the acquisition of know-how, skills and mind-set to embrace paradigm shifts arising from technology, demographics and regulations. Our practice-based approach facilitates a transfer of knowledge capital with a deeper focus on total wealth advisory, against a backdrop of inculcating the right ethical culture amongst financial professionals.

The CPB suite comprises 3 levels to support every stage of your career in Private Banking. Completion of modules within each level leads to its corresponding IBF certification under the Skills Framework for Financial Services.

  • Certified Private Banker Level 1

    New entrants or incumbents less than 3 years experience

  • Certified Private Banker Level 2

    Incumbents with 3 years or more experience

  • Certified Private Banker Level 3

    All Team Leaders with people management responsibility

There is a high emphasis on applying what has been learned and this is achieved through a strong use of case studies, role plays and group discussions.
 
The CPB programmes are designed for Client Advisors, Wealth Management and Financial Services professionals and Team Leaders serving the high net worth segment.

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