Assistant manager and wealth management consultant

Course presentation.

The professional figure of the assistant, whether for independent management companies or banks, requires the ability to perform heterogeneous functions and master various skills. It is, in fact, a multifaceted profile that is constantly evolving. The role of the assistant, regardless of the size of the entity in which he or she works, is becoming increasingly important today, as his or her function of coordinating and providing initial advice to the client is essential in situations of market, regulations and complex procedures.

• Characterized by a comprehensive approach to the many topics concerning the financial and regulatory sphere (including the most recent updates), the training course, now in its tenth edition, is practice-oriented, closely linked to the concrete operations of the professional profile, with extensive use of practical cases and examples of documentation.