P200828WEO

Certified Private Banker Level 3 (Team Leader) - Leading Business

Programme Scheme : IBF-STS and, Core FAA / SFA CPD


Programme Title Certified Private Banker Level 3 (Team Leader) - Leading Business
Programme Scheme IBF-STS and, Core FAA / SFA CPD
Training Provider Wealth Management Institute Limited
Purpose of Programme

Team Leaders play critical roles with responsibilities that include developing the team, managing change and driving the business successfully. They require a different set of 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. Part 1 of this Essential Management and Leadership Skills programme includes Managing The High Net Worth Business and Engaging And Influencing Stakeholders.

Programme Website http://wmi.edu.sg
Programme Prospectus Click here to download file
Type of Programme Training & Assessment
Industry Segment Private Banking and Wealth Management
Location of Training
Training Duration/ CPD Hours: Total: 16 Hr(s)
2 Full Day(s) over 3 Month(s)

Core FAA CPD: 2 Hr(s)
Core SFA CPD: 2 Hr(s)
Name of Contact Person: Ethel Lim
Designation Programme Manager
DID 96277937
Email ethellim@wmi.edu.sg
Skills Category Skills and Competencies Proficiency Level
A. Business Development and Strategy Management A3. Business Negotiation 5
A. Business Development and Strategy Management A4. Business Opportunities Development 5
A. Business Development and Strategy Management A5. Business Performance Management 6
A. Business Development and Strategy Management A6. Business Planning 6
B. Customer Relationship and Stakeholder Management B1. Account Management 5
B. Customer Relationship and Stakeholder Management B3. Customer Acquisition Management 5
B. Customer Relationship and Stakeholder Management B5. Customer Experience Management 5
B. Customer Relationship and Stakeholder Management B6. Customer Relationship Management 5
B. Customer Relationship and Stakeholder Management B7. Market Profiling 5
B. Customer Relationship and Stakeholder Management B10. Personal Finance Advisory 5
B. Customer Relationship and Stakeholder Management B12. Stakeholder Management 5
E. Investment and Financial Management E5. Budgeting 5
E. Investment and Financial Management E10. Client Investment Suitability 5
E. Investment and Financial Management E12. Credit Assessment 5
E. Investment and Financial Management E37. Wealth Planning Administration 3
G. Product, Sales and Market Management G13. Market Specialisation 4
H. Risk Management, Governance and Regulatory Compliance H3. Business Risk Assessment 6
H. Risk Management, Governance and Regulatory Compliance H8. Customer Acceptance Checking and Onboarding 4
H. Risk Management, Governance and Regulatory Compliance H23. Portfolio and Investment Risk Management 4
H. Risk Management, Governance and Regulatory Compliance H30. Risk Management 4

Find out more