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Private Banking

Within the wealth management industry, private banking generally starts for clients with investible assets of SGD5M and above.

Our private banking programmes are designed for relationship managers and wealth management advisers and professionals who manage high net worth and ultra high net worth clients.

Certified Private Banker (CPB) Programmes

​​WMI is appointed as the Lead Training Provider for Private Banking by the Institute of Banking and Finance Singapore (IBF) and supported by the Monetary Authority of Singapore (MAS). As the Lead Training Provider, WMI has led the exercise to re-define Client Advisors’ skills and competencies for the future through the development of the new IBF Private Banking Standards, and develop the suite of CPB programmes that dovetail into Singapore’s financial sector’s Industry Transformational Map.

The programmes are designed to equip an individual with the full range of required wealth management competencies and applied skills to serve High Net Worth (HNW) clients. The CPB programmes aim to boost the future-readiness of our talent pool by equipping them with the necessary knowledge and mind-set to embrace the paradigm shifts arising from technology, conduct and a deeper focus on total wealth advisory.​

Our programmes are designed to address all stages of your Private Banking career. Please see illustration below:-

CPB Roadmap.png

There is a high emphasis on applying what has been learned and this is achieved through a strong use of case studies, role plays and group discussions.

WMI has worked closely with the wealth management industry to develop these programmes. Participants will be trained by distinguished lecturers consisting of C-Suite veterans with global industry expertise, senior practitioners at leading financial institutions and academics from NTU and other top-ranked universities.​​

Not sure which programme to go for? Use our programme finder
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