P200828EYI

Priority & Retail Banking Certified Adviser - Client Advisory (Relationship Management)

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


Programme Title Priority & Retail Banking Certified Adviser - Client Advisory (Relationship Management)
Programme Scheme IBF-STS and, Core FAA / SFA CPD
Training Provider Wealth Management Institute Limited
Purpose of Programme

WMI Priority and Retail Certified Adviser (PRCA) Level 2 programme is designed to equip an individual with the full range of required wealth management competencies and applied skills to serve the retail and priority clients. This programme is suitable for individuals in a client advisory role managing affluent clients. There are five modules in this programme that cover the full range of wealth management skills and competencies across sales, relationship management, financial & investment advisory, portfolio solutions, ethics and rules & regulations. Each module is individually accredited to provide the flexibility of completing them separately based on the individual’s preferred schedule and learning pace. This module covers the skills necessary to formulate and apply plans for existing clients with the aim of deepening relationships through a wider understanding of the client’s needs, uncovering opportunities through account review and leveraging on specialists and internal stakeholders. The individual will learn how to apply a framework to better understand the client’s met and unmet needs and wants. Client account optimisation, negotiation skills and retention strategies will also be shared. This module will enable individuals to gain new skills and insights to achieve a collaborative and meaningful client relationship.

Programme Website http://wmi.edu.sg/programmes/priority-banking/prcal2/
Programme Prospectus Click here to download file
Type of Programme Training & Assessment
Industry Segment Financial Services, Private Banking and Wealth Management, Retail Banking
Location of Training
Training Duration/ CPD Hours: Total: 8.5 Hr(s)
1 Full Day(s) over 5 Month(s)

Core FAA CPD: 3 Hr(s)
Core SFA CPD: 3 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
B. Customer Relationship and Stakeholder Management B1. Account Management 5
B. Customer Relationship and Stakeholder Management B5. Customer Experience Management 5
B. Customer Relationship and Stakeholder Management B8. Networking 5
H. Risk Management, Governance and Regulatory Compliance H8. Customer Acceptance Checking and Onboarding 4

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