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Asset and Wealth Management Course

In Edinburgh and Glasgow, Capital City has a number of clients all involved in the Fund and Wealth Management industry – either directly or in asset servicing. When these clients take on new hires into fast-track development paths, there is now almost an expectation that a relevant and targeted Initial Training Programme will be offered. It is often on the radar when top candidates are looking at potential employers. For many firms this simply is not economical due to the lower number of new hires they take on. This ‘semi-open’ programme offers almost all the benefits of those bespoke programmes but on a much more flexible basis. The full 14-day programme includes:

  • Optional 2-day Bootcamp on Financial Intelligence for those from a non-finance background
  • 9 days of technical training in markets, products and client profiling
  • 2 days of soft-skills training to equip delegates with a key interpersonal skillset
  • 1 full day of case study preparation and presentation, tailored around YOUR FIRM’s investment products and philosophy
  • A pitch to a panel comprising current investment professionals

You will note that, although this is a programme open to a number of clients, the end result will be the delegates being able to pitch a bespoke investment solution based on their own firm’s offerings. That is why this programme is different from other public offerings.

Programme structure and approach

The programme will be based around the client investment cycle, with the Bank’s business input at each stage of design and delivery where possible e.g. getting client directors to demonstrate how the RFP and pitch process operates.

To support this cycle of business, a solid foundation in product and market knowledge will comprise the first phase of the course.

Our philosophy surrounding the course structure is that a solid foundation of technical understanding, together with early exposure to the Bank’s investment and selling environment (from the business), will give graduates the confidence they understand the Bank’s Global Asset Management business by the time they reach their desk.

Pricing
Price per delegate
1-2 delegates £5,499 + VAT
3-5 delegates £4,999 + VAT
6+ delegates £4,499 + VAT