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High-performing individual contributors may not necessarily have the required competencies when they become people managers. Managers and team leaders play critical roles with responsibilities that include developing the team, managing change and driving the business successfully. This Level 3 programme develops competencies, such as engaging and influencing stakeholders, setting the right culture and team goals, developing a business plan as well as balancing between the needs of the organisation, client and team.
Leading People is a two-day classroom module and supports the transition of a top performing individual contributor into an inspiring people manager. Topics include understanding yourself, developing the team and managing change.
Leading Business is also a two-day classroom module. It focuses on the management of a high-net-worth team as a business and the skills to engage and influence stakeholders.
Participants are encouraged to complete all modules in one intake, which translates to four days of classroom training.
Classroom hours: 16
The role of a Team Leader is increasingly complex considering structural shifts in the industry. Competition from banks and non-banks has intensified, forcing stretched targets for teams. The tightening regulatory framework places greater demands on compliance. Millennial new joiners hold different values and expectations, changing the profile of the talent pool. Against such a backdrop, this module helps you understand yourself and how to succeed as a Team Leader.
Classroom Hours: 4
People are at the heart of all organisations. The finest hardware, systems and policies can only function as effectively as the people implementing them. Thus, ‘heartware’ plays a pivotal role in helping organisations thrive. Beyond yourself, you are responsible for leading your direct reports. This session helps you understand key organisational behaviour principles and practical tools to build, align, inspire and develop a diverse, high-performance team in wealth management.
Classroom Hours: 8
The wealth management sector is rapidly changing. Increasingly, fintechs are disrupting traditional industry structures; millennials will form over 50% of the global workforce by 2020; globalisation compels everyone to operate with high Cultural Intelligence; the global regulatory agenda has triggered the reshoring of assets, adversely affecting cross-border wealth management. This module helps you understand the dynamics of change, communicate in a positive manner about change to direct reports and HNW clients and successfully drive change management strategies.
Classroom Hours: 4
Core FAA CPD: 2
Core SFA CPD: 2
Classroom Hours: 16
Team leaders are the compass and engine driving the direction and degree of success in teams. This module represents essential training for new and aspiring team leaders and covers HNW client management standards, how to drive business growth and sustainability, discusses ways to improve productivity, efficiency, motivation of team members, and the role of the Supervisor in managing common risks. The module can also serve as a refresher to reinforce best practice standards expected of more experienced team leaders.
Classroom Hours : 14.5
To be effective, you must work with and through others. Influencing is no longer a mono-dimensional process (e.g. influencing your superior). An effective Team Leader is one who can influence others regardless of organisational power and formal authority. This module helps you make a seamless transition into a Team Leader role.
You will gain:
Classroom Hours : 1.5
1. Aspiring and new Team Leaders with 3 years or more of experience in Private Banking, Private Client or High-Net-Worth segments.
2. Seasoned Team Leaders in Private Banking, Private Client or High-Net-Worth segments who seek a refresher.
Participants are encouraged to complete the following modules before embarking on Level 3 to maximise learning effectiveness:
Useful Links
Participants who successfully complete the programme will be awarded:
Accreditation
IBF-STS
All modules have been individually accredited to IBF-Standards Training Scheme and are eligible for IBF funding and CPD hours.
Certification
Participants who successfully complete the programme will be awarded:
WMI CERTIFICATION
IBF CERTIFICATION
Participants who successfully complete the Level 3 programme:
Note:
Click here to read more about enhanced funding support for IBF-STS and IBF Credit, and terms & conditions governing registration, payment, cancellation, deferment and no-show.
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.
In response to the ongoing COVID-19 pandemic, our Open run programmes will be conducted virtually. We will re-assess this as we monitor the situation and participants’ preferences.
