EIBFS INTERNATIONAL CERTIFICATE IN WEALTH MANAGEMENT (EICWM)
Related Roles :
Wealth Relationship Managers, Assistant Relationship Managers, Portfolio Managers, Private Banking, Priority Banking and other related roles.
Upon completion of the learning pathway, the learners should be able to:
- Demonstrate working knowledge of the wealth management domain.
- Understand holistically the nature of the client’s requirements.
- Develop working knowledge of various asset classes like equity, fixed income, real estate, structured products etc.
- Understand how portfolio managers create and manage a portfolio based on the risk appetite of the client and the market conditions.
- Understand the processes and tools of managing risks of the client portfolio.