- Private or affluent relationship managers with 5+ years of experience
- Managing HNI/Ultra HNI clients and aiming to level up to strategic advisory roles
- Aspiring to lead in private banking, family office, or boutique wealth firms
- Mastering investment products, cross-border structuring, and client excellence.
- Cultivating executive presence, digital fluency, and a competitive edge in banking.
15 April 2026
3 months
Hybrid (Online & In-person)
Beyond Banking: Master the Art of Private Wealth Management
Empowering experienced RMs to level up into strategic advisory and leadership roles within private banking and family offices.
Focused on mastering investment products, digital fluency, and cross-border structuring to gain a competitive edge in HNI client engagement.
How WMAI Delivers Real-World Advisory Impact
- Proprietary AI-assisted andragogy designed for real client situations.
- Emphasis on job performance success (wide-gate approach).
- Upskill affluent bankers into private bankers with plug-and-play certification pathways.
- Build advisory credibility, increase wallet share, and boost client stickiness
- Tailored learning labs, role-play studios, and branded certifications for your workforce.
8 Modules
Stay ahead by understanding the rise of family offices and India’s global role. Learn to integrate ESG and digital innovation into advisory models that meet the demands of tomorrow’s clients.
Build sophisticated, resilient portfolios using alternative assets and modern allocation models. Gain the expertise to manage risk through hedging and leverage global wealth solutions to meet complex, high-net-worth client needs.
Build enduring client trust by mastering ethical frameworks and cross-border risk management. Learn to leverage AI and RegTech to navigate complex compliance landscapes while protecting your firm’s reputation and integrity.
Deepen your influence by understanding the psychology behind high-net-worth decisions. Develop the emotional intelligence and executive presence needed to align financial strategies with your clients’ personal aspirations and legacy goals.
Bridge the gap between strategy and psychology by understanding behavioral finance. You will learn to structure institutional-grade proposals that ensure regulatory suitability, protecting both your clients and your professional reputation.
Become a multi-generational partner by mastering succession planning and cross-border wealth transfer. Learn to guide families through legacy visioning and philanthropic goals while effectively engaging and preparing the next generation.
Transition from product-pushing to advisory-led success. Use wealth storytelling and financial coaching to deepen trust, while leveraging niche networks and centers of influence to build a high-quality, referral-based client pipeline.
Amplify your professional impact by mastering executive presence and digital thought leadership. Learn to build trust on LinkedIn and navigate bank ecosystems with the strategic influence needed to lead high-level conversations.
Workshop Duration Consist of
38 hours – Asynchronous learning (self-paced modules)
Mode of Assesment
To encourage transfer of learning, the course incorporates:
- Final written exam
- Role-play assessment
- 2 Capstone project/presentation (for existing and new client)
Registration
Strategic Partnerships
