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Financial Services: Private Banking & Wealth Management
New
Financial Services: Private Banking & Wealth Management
An introductory course to two sectors of Financial Services not often understood.
Created byBaba Oyewole
Last updated 6/2026
English
What you'll learn
- What Private Banking is
- What Wealth Management is
- How private banking differs from retail, commercial, and investment banking
- How clients are segmented by wealth tier — from HNW to UHNW and beyond
- The core services offered by private banks and wealth managers
- How investment portfolios are constructed and managed for wealthy individuals
- The difference between discretionary, advisory, and execution-only mandates
- How financial planning integrates investments, tax, estate, and lifestyle goals
- We explore tax planning and how private banks add value in this area
- We explore estate planning and wealth transfer strategies are structured
- The role of trusts, foundations, and holding structures in wealth management
- What structured products are and how they are used in client portfolios
- The landscape of alternative investments — private equity, hedge funds, real assets
- How family office services work and when they are appropriate
- How private banking connects to investment banking, asset management, and real estate
- The regulatory framework governing private banking — KYC, AML, MiFID II, suitability
- How sustainable and responsible investing is reshaping client portfolios
- The role of technology and digital platforms in modern wealth management
- Who some of the key players are in the global private banking landscape
- The typical career pathways into and through private banking and wealth management
- The ethical standards and professional conduct expected in the industry
- How to think like a private banker — balancing technical expertise with client empathy
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Course content
11 sections • 30 lectures • 1h 15m total length
Requirements
- Basic Financial Literacy
- Some Professional or Academic Context
- Curiosity About Wealth, Financial Markets and Financial Services in General
- An Appreciation of Client Relationships
- Openness to a Global Perspective
Description
Private Banking & Wealth Management is a field where commercial insight, discretion, and trusted relationships come together to shape long-term financial success.
This course is designed for ambitious professionals and aspiring specialists who want to understand how sophisticated wealth advice is delivered to high-net-worth clients, families, and business owners.
What sets this course apart is its practical, client-centred approach. Rather than focusing only on theory, it explores the realities of advising affluent clients: building trust, identifying financial goals, protecting and growing assets, and navigating the complexities of investment strategy, succession planning, risk management, and client service.
You will gain a clear understanding of how private bankers and wealth managers create value beyond returns by offering holistic, personalized solutions.
This course is ideal for those entering financial services, bankers seeking to move into private banking, relationship managers, finance graduates, and professionals who want to deepen their understanding of wealth creation and preservation.
It is also highly relevant for anyone working with sophisticated clients who wants to strengthen their technical knowledge and advisory confidence.
By the end of the course, learners will be better equipped to speak the language of private clients, assess financial needs with greater precision, and apply a more strategic mindset to wealth management.
They will also develop a sharper appreciation of technical products and services understanding, confidentiality, and the interpersonal skills required to succeed in a highly competitive and relationship-driven industry.
Now is the right time to build this expertise. As wealth becomes more global, more complex, and more intergenerational, the demand for professionals who can combine technical competence with judgment and empathy continues to rise.
This course offers a strong foundation for a career in one of the most rewarding areas of financial services.
I look forward to engaging with you in future.
Best regards,
Baba Oyewole FCCA
Who this course is for:
- Finance graduates entering the job market
- Junior bankers transitioning into private banking
- Anyone new to Banking and Finance
- Retail or commercial bankers seeking to move
- Relationship managers at wealth management firms
- Aspiring relationship managers at wealth management firms
- Independent financial advisers expanding their knowledge
- Investment analysts wanting client-facing exposure
- Accountants and tax advisers working with wealthy clients
- Lawyers specialising in trusts, estates, or family law
- Family office professionals at any level
- Insurance professionals serving high-net-worth clients
- Real estate professionals working with affluent buyers
- Entrepreneurs seeking to understand how their wealth will be managed
- Business owners planning an exit or succession
- HR and talent professionals in financial services firms
- Compliance and risk officers in private banking
- Operations professionals supporting wealth management teams
- Finance students at undergraduate or postgraduate level
- Career changers from other professional services backgrounds
- Professionals in emerging markets building private banking knowledge
- Anyone with a serious interest in how wealth is managed at the highest level