Advance Diploma in Wealth Management
The program is delivered using a combination of classroom lectures, case studies and live project work. Learning is centralized on a fully integrated learning management system, which provides 24/7 access to learning material, assessments and study aids. This offers the flexibility for knowledge advancement at your convenience.
The Imarticus Learning Career Services Assistance (CAS) team provides you career mentoring, job openings and guidance throughout the program, preparing you for the best career opportunities in leading Wealth Management and Financial Advisory firms as well as and top-tier Banks.
Wealth Management offers you an opportunity to work in the following functions:
Investment Planning & Advisory
- Assess Macro-economic factors to recommend appropriate investment avenues
- Conduct Risk and Return Analysis for assorted investment vehicles
- Understand client’s investment objectives, financial status and other factors to create risk profiles and assist with appropriate planning
- Present recommendations and alternatives for financial planning
- Implement and monitoring the investment plan
- Provide dynamic financial management as per requirement
- Manage high net worth clients
- Ensure the highest levels of service, and serve as a single point of contact for all financial requirements
- Provide financial planning and investment advise
Become part of one of the fastest growing sectors in India and develop in-depth knowledge of financial products and investment frameworks combined with Compliance and Regulatory knowledge. Deal with high-net worth clients and learn about be spoke financial product structuring and financial advisory.
Bird’s Eye View
Acquire knowledge across the financial services spectrum in areas such as Capital Markets , Retail Banking, Asset Management, Insurance, Debt Management, Tax Planning and Advisory and many more which will help you to provide bespoke financial solutions for your clients.
Join as Wealth manager across Indian and Global Banking, Broking, Asset Management and Wealth and Investment Management firms. Get multiple opportunites for mobility across companies, geographics and roles.
Be part of a high growth career, which gives you ample opportunity to make a direct contribution to the top line of the firm, as you deploy and implement unique wealth creation strategies. Develop an extensive network through interaction with leadership and HNI clients.
The ADWM program is ideal for:
and Post Graduates
Job Seekers and Career Changes in the Finance domain
With less than four years of experience
In the Banking and Sales sector
Individuals looking for Global Certifications (CISI)
Looking to enhance their CV and knowledge
(*) – No charge if done physically at the center
Imarticus follows a rolling admission process comprising an initial assessment followed by a personal interview.
There are two ways to enroll
Walk into either our Bangalore or Mumbai centers to receive a personal counseling session, which will be followed by an assessment and an interview.
Click below to fill in the online assessment form. You start the process by paying the assessment fees of Rs.300*. Upon payment please call us to receive your assessment link. After clearing the online assessment, you will be invited to interview with us either in person or via telephone.
Upon clearing the assessment and the personal interview, you can register and enroll in the next ADWM program.