Course description
Wealth Management
This program is designed to provide new and lateral hires into the Wealth Management Group as Sales Assistant Trainees. Program participants require an introduction into the unique nature of Private Wealth Management in a wide range of areas from administrative work to execution. This document outlines the structure of a five-day training program. Our programs and trainers adjust to the needs of participants by dynamically adjusting the level and content of the material. We believe Euromoney Training is the best choice for this training based on our experienced trainers and comprehensive materials.
This program will provide participants with an inside look at the world of Wealth Management. These clients are among the most coveted by the financial sector and competition for these clients is intense. Wealth management can represent as much as one third of the profits of major investment banks. The highly competitive nature of this industry plays a key role in understanding the information requirements. The variety of wealth management firms is reviewed along with the requirements, roles and clients of these firms.
This unique program uses an integrative approach consisting of small team discussions and case studies. The primary focus is on understanding the terminology, participants, products, markets and activities that take place in the wealth management space. The program finishes with a case analysis for participants that requires participants to use the tools covered in the course to develop and execute a solution for a case client with unique needs and requirements.
Upcoming start dates
Training content
Day 1 – AM: Overview of Wealth Management: Clients, Markets, and Products
- Foundations of Wealth Management
- Major Participants in the Market – Services, Competitiveness, Roles
- Wealth Management Processes
- Understanding Client Needs
Day 1 – PM: Wealth Management Techniques for Practitioners
- Regulation, KYC, and Fiduciary Issues
- Life Cycle Methods
- Estate Planning and Taxes
Day 2 – AM: Product Knowledge for Wealth Management I
- Fixed Income Products and Markets
- Equity Products and Markets
- Real Estate
Day 2 – PM: Product Knowledge for Wealth Management II
- Insurance and Alternative Investments
- Hedge Funds, Fund of Funds and ETFs
- Portfolio Modelling and Asset Allocation Models
Day 3 – AM: Derivative Products I
- Derivatives Overview
- Derivatives – Linear Instruments
Day 3 – PM: Derivative Products II
- Derivatives – Non-Linear Instruments
- Derivatives Risk Measures
- Trading Derivatives
- Derivatives – Spread trading
Day 4 AM : Structured Products and Applications
- Structured Products Overview
- Adjusting Equity Exposure Dynamically
- Synthetic Portfolios
Day 4 – PM : Quantitative Methods
- Understanding determinants of asset price movements
- Fundamental Analysis & Technical Analysis
- Behavioral aspects
Day 5 – AM : Trading Practicalities
- Exchange Microstructure/ OTC Market Operations
- Order Types – When and How
- Trading Simulation – Practical Aspects of Market Operation
Day 5 – PM : Wealth Management within the Bank
- Sales, Marketing, Online tools, Advisors, Relationship Managers
- Creating Competitive Advantages
- Putting it all Together – Case Studies
Costs
Course fee: £6095+VAT
Certification / Credits
This program is designed to provide new and lateral hires into the Wealth Management Group as Sales Assistant Trainees. Program participants require an introduction into the unique nature of Private Wealth Management in a wide range of areas from administrative work to execution. This document outlines the structure of a five-day training program. Our programs and trainers adjust to the needs of participants by dynamically adjusting the level and content of the material. We believe Euromoney Training is the best choice for this training based on our experienced trainers and comprehensive materials.
This program will provide participants with an inside look at the world of Wealth Management. These clients are among the most coveted by the financial sector and competition for these clients is intense. Wealth management can represent as much as one third of the profits of major investment banks. The highly competitive nature of this industry plays a key role in understanding the information requirements. The variety of wealth management firms is reviewed along with the requirements, roles and clients of these firms.
This unique program uses an integrative approach consisting of small team discussions and case studies. The primary focus is on understanding the terminology, participants, products, markets and activities that take place in the wealth management space. The program finishes with a case analysis for participants that requires participants to use the tools covered in the course to develop and execute a solution for a case client with unique needs and requirements.
Why choose Euromoney Learning?
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80+ countries where training is delivered
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Euromoney Learning
At Euromoney Learning, we understand that learning doesn’t start and end when you leave the classroom. We know that the financial markets never stand still, and that technology has both simplified and added complexity at a break-neck pace. That’s why...