The Level 3 programme consists of 2 standalone modules, “Leading People” and “Leading Business”.
Leading People is a 2-day classroom module and supports the transition of a top performing individual contributor into an inspiring people manager. Topics includes Understanding Yourself, Developing the Team and Managing Change.
Leading Business is also a 2-day classroom module and 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 a single intake which translates to 4 days of classroom training. Seasoned managers seeking a refresher are also welcome.
Modules Classroom Hours Core / RRCE Hours
Leading People 16 Hours
CPBL3 - Understanding Yourself 4 Hour
The role of a Team Leader is increasingly complex in light of several structural shifts in the industry. Competition from banks and non-banks has intensified, forcing players to set stretched targets for teams. The regulatory framework continues to tighten, placing greater demands on regulatory compliance. New joiners coming from a generation of millennials holding different values and expectations have changed the profile of the talent pool. Against such a backdrop, this module helps you understand yourself and your new role, so as to set you up for success to be a distinctive Team Leader in today’s challenging environment.
CPBL3 - Developing The Team 8 Hours
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, ‘heart-ware’ plays a pivotal role in providing organizations with the edge to not only survive but to thrive amidst the increasing global competition and changes that pervade the business world in the 21st century. Beyond managing yourself, you are responsible for leading and motivating your direct reports. The purpose of this session is to provide you with clear understanding of key organisational behaviour principles and practical tools to build, align, inspire and develop a diverse, high-performance team in the wealth management environment.
CPBL3 - Managing Change 4 Hours
The wealth management industry is rapidly changing. An increasing number of FinTechs are disrupting traditional industry structures; millennials will form over 50% of the global workforce by 2020, creating demographic change; globalisation is requiring everyone to operate with a high level of Cultural Intelligence; and the global regulatory agenda has triggered the reshoring of assets, adversely affecting the prospects for cross-border wealth management. This module prepares you to understand the dynamics of change, communicate in a positive manner the case for change to direct reports and HNW clients, and successfully drive change management strategies.
Leading Business 16 Hours 2 Hours
CPBL3 - Managing The High Net Worth Business 14.5 Hours
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. This module can also serve as a refresher to reinforce best practice standards expected of more experienced team leaders.
CPBL3 - Engaging And Influencing Stakeholders 1.5 Hours
To be effective, you must work with and through others. This skill becomes even more critical as you progress up the corporate ladder. Influencing is no longer a mono-dimensional process (e.g. influencing your superior). In matrix and project-based organisations, it becomes a multi-dimensional and dynamic process. An effective Team Leader is one who can engage and influence others, regardless of organizational power and formal authority. This module helps you make a seamless transition into a Team Leader role. You will gain a broad understanding of how new organisational models require the ability to engage multiple stakeholders and a strong foundation in how to adapt your influencing styles to the audience and the situation.