WM University, a skills certification programme for Private Bankers

April 7, 2017

BNP Paribas (Suisse) SA reveals one of its strategic priorities: to be the reference in Wealth Management in terms of expertise and service quality for private clients.

Faced with ever expanding customer requirements in terms of expertise, and a financial market in constant evolution, the Wealth Management business line has decided to invest in the professional expertise of its Relationship Managers, and has launched the Wealth Management University, a skills certification programme for all of its private bankers.


This new promotion includes 25 new certified collaborators, and the next session that starts next month will have 35 employees Wealth Management. At the end of 2017, the majority of Wealth Management Private Bankers in Switzerland will be certified.

The initiative consists in a training course that will enable them to hone their private banking skills. This certification programme is perfectly in line with the technical skills objectives as determined by the new Swiss regulations, by the regulatory authorities (FINMA) and by the relevant professional bodies (SAB, FGPF). It includes standard training modules as well as locally specific modules. It consists of fourteen days of training over a seven month period.

The contents of the training course and its examination procedures are subject to the approval of an external partner, locally selected and recognized: the ISFB, (l’Institut Supérieur de Formation Bancaire) who authenticates the entire certification process in place. At the end of the six training modules, employees must pass an “oral exam” before a jury composed of at least three people, one of whom will be a representative assigned to give ISFB validation. The latter will award those having successfully passed all the tests, the external reference certificate LSfin Readytm; these award winners will be able to carry the title of Certified Wealth Management Advisor.