Chartered Wealth Manager

Ethan Hathaway

Training

In Tsim Sha Tsui (Hong Kong) and Singapore ((Indicate))

Price on request

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Description

  • Duration

    5 Days

Suitable for: Private Banking Professionals. Relationship Managers. Wealth & Privilege Banking professionals. Asset Management Professionals. Wealth Managers

Facilities

Location

Start date

Singapore ((Indicate))
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Start date

On request
Tsim Sha Tsui (Hong Kong)
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Start date

On request

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Reviews

Course programme

Course review:

  • Be able to explain the key regulatory drivers in your market and their impact on the wealth manager
  • Explore the importance of relationships in wealth management
  • Understand the various portfolio selection techniques and the importance of balance in a portfolio
  • Enhance your understanding of wealth management products and the most effective way to market them
  • Develop your technical communication skills through supervised Deep Dive Brainstorming sessions

See related categories

Chartered Wealth Manager

Price on request

The best Banking and Financial Services courses

See all

See all