Wealth Management
Programme Overview
We have curated a suite of wealth management learning solutions for individuals managing affluent to high-net-worth clients in a consumer bank or insurance organisation.
WMI’s unique strength lies in convening leaders and senior practitioners of the industry to partner us in developing and delivering a world-class practice-led curriculum and learning experience for you.
For individuals in a bank, our focus is on priority banking and the sales, product, portfolio and client advisory competencies needed to succeed.
For individuals in an insurance organisation, our aim is to provide fresh perspectives and new skills by adopting a client rather than a product-centric engagement approach.
Diploma Programme
Priority Banking Programmes
Certified Affluent Banker
Insurance Programmes
Affluent & High-Net-Worth Client Management Series
Asia Affluent Wealth Adviser Series
Contact Us
- Tel: (65) 6994 5601
- No.1 Marina Boulevard #16-01
One Marina Boulevard Singapore 018989