Introduction to Wealth Management
The course introduces the role of a Wealth Manager, by providing a high level outline of the knowledge and skills needed to be a highly effective trusted adviser to High Net Worth Clients. The main essence of the course is to take delegates through the ‘Client Journey’, so that they can describe each step in the process.
The course is intended for those looking to pursue a career in Wealth Management and are typically currently at Senior Clerical / Junior Managerial level. It is particularly relevant for those who perhaps within the Retail Banking sector, yet enjoy working with High Net Worth Clients and are looking
- Prior Knowledge: