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IBF Level 1

Our Private Banking Wealth Management Programme (PBWM) is accredited against the IBF Standards Level 1 Private Banking. 

The programme provides a comprehensive induction to the wealth management competencies and mindset needed to manage high net worth clients successfully. These competencies will cover Products and Alternative Investment, Portfolio Allocation and Investment Advisory, Wealth Planning, Credit and Leverage, Client Acquisition and Servicing as well as Ethics and Compliance.

Each session will be delivered and facilitated by WMI’s world class faculty of distinguished leaders, senior practitioners, leading academics and subject matter experts from various financial, academic and professional institutions. 

The programme will rely on an effective combination of lectures, case studies, role plays, group discussions and classroom assessments. The ability to apply what you learn will be a key learning outcome of this class.

The PBWM programme spans 10 weeks with sessions generally held twice a week, on weekdays, in the evenings.

The WMI Private Banking Wealth Management Programme is the cornerstone of our training for new entrants to the relationship manager role. It is comprehensive, rigorous and a perfect induction for aspiring wealth managers.

Kwong Kin Mun Managing Director, Head of Private Wealth Management,​ South East Asia, Deutsche Bank AG​​​​​​
Not sure which programme to go for? Use our programme finder
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