Leading Wealth Managers
The course introduces the necessary skills & knowledge required to lead a team of Wealth Managers, managing the wealth of High Net Worth clients. The main essence of the course is to significantly enhance the skills of a Team leader, so that they are equipped to lead, motivate and develop their team of Wealth Managers.
The course is intended for those who currently leading a team of Wealth Managers or may shortly be moving into this role. It is particularly relevant, to those that have limited leadership experience, or who have yet to maximise their team’s performance.
- Prior Knowledge:
An authorised Wealth Manager, ideally with some basic previous leadership experience.