The Wealth Manager

  • Learn the key skills required to be a wealth manager or private banking professional.
  • Enhance your CV.
  • 30 hours of content.
Become a wealth manager with this online course

Why Should I Take This Pathway?

Private wealth management is the professional provision of specialist financial and banking support to affluent clients known as high net worth individuals (HNWIs). Depending on the firm and its client mandate, this may not simply be about providing investment advice or investment management services – it is often about the holistic management, planning, and coordination of an individual's financial life, taking into account both their current and future needs.

This pathway will provide you with a solid grounding in the broad skillset expected of private wealth managers/private bankers. It will give you a rounded view of the knowledge and skills required to be a successful performer in a wealth management or private banking business.  
The wealth manager

What's Included?

The following 6 courses are included in this pathway.
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Gain a professional wealth manager certification

Gain Industry Knowledge and a Certification

 Access your learning wherever you are. 
 Test your knowledge throughout each tutorial with
regular review questions. 
  End each tutorial with a short, graded test designed to enhance knowledge retention.
  Gain a shareable professional certification.

FAQs

Where does Intuition Now's content come from?

Intuition Now's courses come from our parent company, Intuition's award winning (Training Industry Top 20 Online Learning Library 2021) financial library Know-How. Know-How is the the premier digital learning solution for financial services, and is used by over 1.5M users from 90% of the world's leading financial institutions annually. Some of the most popular Know-How courses have been selected and made accessible to the consumer market via Intuition Now. These courses are designed by financial subject matter experts and updated 4 times a year, ensuring our content stays relevant and in tune with the rapidly evolving financial ecosystem.

What roles is this pathway suitable for?

This pathway is suitable for anyone looking to pursue a career in managing the investment and other financial needs of wealthy individuals. This includes roles such as:
  • Relationship managers and investment professionals at wealth management firms and private banking operations who manage HWNIs and ultra-HNWIs
  • Financial planners that primarily, though not always exclusively, target smaller wealth portfolios associated with non-HNWI or mass-affluent clients  

What prerequisite knowledge is required for this pathway?

This pathway is aimed at those who are new to the area of wealth management. As such, no prior knowledge of wealth management is necessary, but a basic understanding of financial markets, products, and services is assumed.  

How long does this pathway take to complete?

This pathway takes 30 hours total to complete.