Your path to excellence "Wealth Managers
TURN YOUR
MANAGERS INTO TRUSTED PARTNERS
Insufficient talent pool in Latin America
Hosted & designed by Sylvie Becker / Philippe Henderickx, with top Swiss trainers (managers, former bankers, experts)
We structure your teams so that they become credible strategic partners for wealthy customers.
Asset manager
The wealth manager is an expert in structuring, growing and passing on wealth, taking into account financial, legal and tax aspects.
Beyond technique: the posture that inspires confidence
- Asset structuring
- Investment strategies
- Insurance solutions
- Relational excellence
- Credit arrangements
- Patronage and philanthropy
- Family Office support
An à la carte program
in 5 modules
Our Wealth Management training program is made up of 5 thematic modules covering all the key competencies of the business.
These modules can be followed independently or as part of a global program, depending on the needs and level of your teams.
Module 1
Economics & Financial Systems
- Introduction to microeconomics and macroeconomics
- Supply and demand: mechanisms, elasticities
- Monetary and fiscal policies
- Interest rates, inflation, growth
- Financial markets: players, regulations
- The role of central banks and local regulators
Module 2
Asset classes
- Bonds: pricing, duration, risk
- Equities: valuation, ratios, growth models
- Currencies: exchange markets, factors of variation
- Mutual funds: structure and management
- Alternative assets: real estate, private equity, commodities
- Case studies: allocation strategies in a local context
Module 3
Derivatives & Structured Products
- Options, futures, swaps
- Hedging vs. speculation
- Black-Scholes & binomial model
- Structured products: characteristics, customized investment strategies
Module 4
Portfolio & Strategy Construction
- Diversification and asset allocation
- Modern portfolio theory
- Risk and return: measurement and management
- Asset valuation models (CAPM, APT)
- Passive and active investment strategies
- Application to low-liquidity environments and local products
Module 5
Customer credit market
- Bank financing: operation, segmentation
- Mortgage financing, Lombard loan
- Assessing and managing financing risk
- Structured finance products for HNWI
- Macroeconomic impact of the financing market
Organization of Sessions
Presential
Intensive immersion in the fundamentals: economics, asset classes, portfolio construction. Supervision by our Swiss and local trainers.
Distanciel
Collaborative remote approach: online case studies, group work, interactive simulations.
Face-to-face or hybrid
Consolidation of knowledge: focus on credit and derivatives, role-playing, coaching sessions and final assessment.
Organization of Sessions
Presential
Intensive immersion in the fundamentals: economics, asset classes, portfolio construction. Supervision by our Swiss and local trainers.
Distancial-learning
Collaborative remote approach: online case studies, group work, interactive simulations.
Face-to-face or hybrid
Consolidation of knowledge: focus on credit and derivatives, role-playing, coaching sessions and final assessment.
Beyond expertise:
the human qualities
that build trust and loyalty
In wealth management, technical skills are essential. It’s the human qualities, the relational posture and the emotional presence that influence a demanding clientele.
Swiss Wealth Academy includes an additional module dedicated to soft skills, aimed at training bankers to combine the technical and behavioral skills essential for building trust with high-net-worth clients.
Module 1
Posture & relational leadership
Embody the posture of the trusted advisor, building a credible, sober and reassuring presence from the very first minutes.
Module 2
Strategic listening & influence communication
Listen beyond words, reformulate with finesse and adapt your speech to create a relationship based on clarity and voluntary commitment.
Module 3
Asset management techniques
(Part 1)
Structure an interview by adopting the posture of a diagnostician, not a salesperson; explore real needs, argue accurately, handle objections elegantly.
Module 4
Asset management techniques
(Part 2)
Close a recommendation without pressure, create desire through scarcity, reinforce adhesion through trust, activate natural loyalty and spontaneous recommendations.
Module 5
Social etiquette & relational excellence
