Bridge over ocean
30 May 2019 Multimedia

Career Insights: Wealth Management Industry

  1. Rajendra Kalur, CFA
  2. Shreenivas Kunte, CFA, CIPM

The wealth management industry in India is at a tipping point. The twin drivers of financialisation and formalisation are providing enough tail winds for it to grow by leaps and bounds. What is even more encouraging is the growing demand for competent manpower in this space.

In recent years, we have seen the wealth management industry emerge from the shadows of the banking and broking industry. Newer and bolder business models are making this industry an attractive space to be in. India’s favourable demographics and high growth is triggering a boom not only of the middle-class population but also of a wealthier class. With increase in wealth, there is a clamour for professional advice and several Indian financial houses are investing heavily in the wealth management business. While we have several dedicated certifications in the wealth space, the biggest challenge to the growth and credibility of the industry is the lack of qualified, competent, and skilled manpower. CFA Institute, with its recent focus on private wealth is poised to benefit from the huge demand for advisors and relationship managers.

This webinar aims to create awareness about the CFA® charter and its relevance to the wealth management industry. The learning outcomes are as follows:

  1. Understanding the value chain
  2. Key roles and positions available
  3. Attitudes, skill, and knowledge required
  4. Value of the CFA charter
  5. Salary levels across positions

This is the archived version of a live webinar that took place on 30 May 2019.

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