Wealth Management Institute

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Alumni Testimonials

Erin Cho

"I have been thoroughly impressed with the competence and level of professionalism from the WMI staff in the organisation of the WMI course. There was very good coordination between the participants and the staff at WMI, and I appreciated the structured yet diverse approach to learning. The speakers were friendly, approachable, knowledgeable and clearly respected in the industry in their respective subjects. Overall, it was a great experience and I believe it has formed a great foundation for me and anyone who would like to explore or hone their skills to become a successful private banker. Thank you for the hard work team – you can be rest assured that I will be recommending WMI courses to my colleagues. I look forward to participating in other WMI Continuous Professional Development courses in the future."
Erin Choi
Vice President, BlackRock
WMI Certificate in Private Banking participant

The exposure and the quality of education coupled with the intense interaction with industry practitioners from various wealth management disciplines will enhance one's ability to handle the challenging demands of the wealth management industry.

Dewin Lee
Head, Citigold Private Client
Graduate, Master of Science in Wealth Management (2010)

The programme is practical and issues discussed can be applied to day-to-day work.

Serene Lim
Senior Trust Administrator, Merrill Lynch Bank & Trust Company (Cayman)
Certificate in Trust Services participant

The notes were very well-organised and care was also taken to ensure comfort for participants.

Ng Siew Mun
Consultant, Stonehage Trust Holdings (Jersey)
Advanced Certificate in Trust Services participant