Imarticus Learning
India’s leading professional education institute, offering certified industry-endorsed training in Financial Services, Investment Banking, Business Analysis, IT, Business Analytics & Wealth Management
Wealth Management, encompasses all the priority activities, which certain Investment Bankers perform for their affluent clients. The field of finance branches out into various sub-field like, investment banking, retail management, financial modelling, corporate finance, private banking and so on. Finance aspirants have can choose to specialize in any one field and further their career in it. Private Banking is one such arena, where the dealings take place with only affluent, private individuals, or as they are known as the high net worth individuals. Wealth Management can be called as a more narrowed down version of private banking. Here a finance professional, provides all the general services to a client, as opposed to the client or individual, going to various different firms for their financial needs. Simply put, wealth management is the one stop shop for all the financial needs and requirements, of an affluent client. Any wealth manager thus, is supposed to provide any and every kind of financial service in existence. Unlike in all the other fields of finance, where the dealings take place between banks, firms and private stakeholders, wealth management takes more of a personal consultative approach. It is like a two way street, where both the wealth managers are entirely client oriented, basically what gives them the consultative outlook. These professionals are also adept at knowing their client so very well, that they excel at providing them with the perfect kind of solutions. Careers in wealth management are known to be highly rewarding, because of the obvious association with the affluent people and handling their financial situation, with the help of a team of experts. The various services that these professionals offer are capital gains planning, estate planning and risk management, basically trying to preserve and multiply the financial assets. A lot of finance aspirants vie for a career in wealth management all because of the bright prospects as well as great packages. Anyone thinking of getting into the field of wealth management, must know that it is no piece of cake. It takes exemplary maths skills and most important of all, great sales ability to be able to get clients of this kind in the industry. While possessing the technical qualities, will bring you to a sub-par level, it takes just something more than that to progress. Dealing with clients belonging to such a high brow side of the society, requires you to be as charismatic and in-tune with the markets. Wealth Managers usually go one step ahead, even in terms of education. Apart from having a strong, educational background in finance or other related fields, it is also important for them to pursue many different courses to beef up their C.V. Certifications and credentials form a very important part here, especially when it comes to a wealth manager, one of the most prestigious designations to hold, is the Chartered Wealth Manager (CWM). When it comes to pursuing specialization courses, aspirants turn to institutes like Imarticus Learning, which are the leading providers of field intensive, industry endorsed courses and an all access portal with career guidance, which sets them apart from the rest. There are courses that the aspirants can take in the classroom as well as online format.
2 Comments
7/2/2017 12:27:27 am
This is a fantastic website and I can not recommend you guys enough.
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10/2/2017 04:46:49 am
Just pure brilliance from you here. I have never expected something less than this from you and you have not disappointed me at all. I suppose you will keep the quality work going on.
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About ImarticusImarticus Learning is a education institute based in Mumbai. We offer certified industry-endorsed training in Financial Services, Investment Banking, Business Analysis, IT, Business Analytics & Wealth Management. Archives
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