Wealth Management

Programme Overview

We have curated a suite of wealth management learning solutions for individuals managing affluent to high-net-worth clients in a consumer bank or insurance organisation.


WMI’s unique strength lies in convening leaders and senior practitioners of the industry to partner us in developing and delivering a world-class practice-led curriculum and learning experience for you.


For individuals in a bank, our focus is on priority banking and the sales, product, portfolio and client advisory competencies needed to succeed.


For individuals in an insurance organisation, our aim is to provide fresh perspectives and new skills by adopting a client rather than a product-centric engagement approach.

Priority Banking Programmes

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