A wealth manager is like a financial architect for individuals. They provide support and advice to help protect and grow an individual’s personal wealth. This may include personalised investment strategies, tax optimisation advice, estate planning and overall financial management responsibilities.
Wealth Managers can progress to Senior Wealth Manager, Director of Wealth Management, or Partner in a financial firm.
Numeracy is the ability to understand and work with numbers, including skills like basic arithmetic, data analysis, and statistical reasoning. read more
Problem-solving is the ability to identify, analyse, and find effective solutions for complex issues and challenges. read more
Analytical skills involve the ability to collect, interpret, and analyse data to solve problems, make decisions, and understand complex issues. read more
Relationship management involves building, maintaining, and enhancing interactions and connections with clients, colleagues, and other stakeholders. read more
Adapting involves the ability to quickly adjust to new technologies, market conditions, and regulatory changes is essential in today’s fast-paced… read more
Proficiency in data analysis tools such as Excel, SQL, Python, and advanced statistical methods is essential. Analysing financial data to… read more
Effective decision-making skills are crucial for managing risks and capitalising on opportunities. read more
Resilience is the strength to remain focused and productive under pressure and to bounce back from setbacks. read more
Empathy involves understanding and sharing the feelings of others, which is crucial for effective communication and relationship building. read more
Market Insight is the ability to stay informed about financial markets, understanding core principles, trends, and investment tools. This skill… read more
Integrity involves acting in accordance with moral principles and being honest and ethical in all actions. read more
Communication skills involve interacting with other people in order to effectively convey information, ideas, and feedback both verbally and in… read more
Digital Course
An introduction to sustainability for finance professionals
Online
Certificate in FinTech for finance and business leaders
Certificate in Sustainability for Finance (Cert SF)
Introduction to Sustainable Finance
Postgraduate
MSc in Climate Change Finance and Investment
In-Person
MSc Financial Engineering
MSc Wealth Management & Private Equity
