Global Wealth Management (Operations & Technology)

Programme Code: CRS-N-0046669 (Funding Validity Period: 26 Jul 2018 - 30 Sep 2020)


The emergence of non-bank service providers is disrupting the business models of incumbent banks. Banks have responded by embarking on initiatives to digitize the banking infrastructure, distribution channels and services.

To be future ready, professionals in Technology & Operations (T&O) need to be multi-disciplinary and possess the ability to combine domain knowledge with the functional skills in technology.

This 3-day workshop aims to provide participants with foundational domain knowledge in wealth management products and services. Participants will learn about technology architecture, system interface, data and workflow related to client account management, transaction processing and portfolio management.

Technology trends and developments and their impact on wealth management industry will be discussed. The workshop will also explore opportunities to leverage on technology innovation to improve client experience, operational efficiency and effectiveness.

Next Course Starts OnTo be advised See Full Schedule
Fee SGD3210.00* (as low as SGD363.00* after maximum funding) Learn more

3 Days

Learning Objectives
  • Gain an overview of global wealth management eco-system
  • Know technology trends impacting GWM industry
  • Learn the common GWM enterprise systems & interfaces
  • Understand transaction data & workflow in GWM operations
  • Identify opportunity for change & improvement via technology innovation


Overview of Global Wealth Management (GWM) Eco-System

  • Changing landscape of GWM
    • Growing affluence in Asia
    • Shifts in customer profiles & needs
  • Eco-system, players & market positioning
  • Organization structure, roles & responsibilities
  • Client segmentation
  • Asset classes, product & service offerings
    • Transactional vs. advisory
    • Portfolio vs. wealth management

Trends & Developments Impacting IT

  • Trends & developments impacting financial services industry
    • Regulatory & compliance
    • Technology innovation
  • Implications for GWM technology development

Regulatory & Compliance Risk Management

  • Regulations affecting GWM
  • Risk management framework
  • Technology risk management

GWM Transaction Processes & Operations

  • Overarching architecture, systems, interfaces & data flow
  • Process, data & workflow
    • Client account management
    • Transaction services
    • Portfolio management
  • Opportunities for improvement
    • Client experience
    • Client account management
    • Transaction processing
    • Monitoring & reporting

Who Should Attend

  • New hires/entry level T&O professionals in wealth management
  • Professionals who work for service providers that support IT projects and services


Upon meeting the attendance requirement and passing the assessment, participants will receive a certificate of completion. 

Fees and Funding

 International ParticipantsSingapore Citizens1Singapore PRsEnhanced Training Support for SMEs4
21 to 39 years old40 years or older2Eligible for WTS3≥21 years old
Full Programme FeeS$3000S$3000S$3000S$3000S$3000S$3000
Less: SSG Grant AmountS$000S$2100S$2100S$2100S$2100S$2100
Nett Programme FeeS$3000S$900S$900S$900S$900S$900
7% GST on Nett Programme FeeS$210S$63S$63S$63S$63S$63
Total Nett Programme Fee Payable, Including GSTS$3210S$963S$963S$963S$963S$963
Less Additional Funding if Eligible Under Various SchemesS$000S$000S$600S$750S$000S$600
Total Nett Programme Fee Payable, Including GST, after additional funding from the various funding schemesS$3210S$963S$363S$213S$963S$363

1 All self-sponsored Singaporeans aged 25 and above can use their $500 SkillsFuture Credit to pay for the programme. Visit the SkillsFuture Credit website ( to select the programme.

2 Mid-Career Enhanced Subsidy - Singaporeans aged 40 and above may enjoy subsidies up to 90% of the programme fee

3 Workfare Training Support (WTS) - Singaporeans aged 35 and above (13 years and above for persons With disabilities) and earn not more than S$2,000 per month, may enjoy subsidies up to 95% of the programme fee.

4 Enhanced Training Support for SMEs (ETSS) - SME-sponsored employees (Singaporean Citizens and PRs) may enjoy subsidies up to 90% of the programme fee. For more information, visit

5 Eligible organisations (excluding government entities) may apply for the absentee payroll funding via SkillsConnect at for Singaporean/permanent resident participants attending the programme during working hours. The absentee payroll funding is computed at 80% of hourly basic salary capped at $4.50 per hour or $7.50 per hour for SME or 95% of hourly basic salary for WTS. For more information, visit


Intake Information

To be advised

9 to 5 pm

Speaker/Trainer Bio

Rajiv Madane

Rajiv has more than 30 years of banking IT experience, with domain expertise in digital banking, transaction banking and wealth management solutions. Domain expertise include cards, payments, channels, fraud and risk management, audit and compliance. Prior to joining Fiserv Singapore as the Director, Products & Strategy, Asia Pacific in 2016, Rajiv was consultant for ACI Worldwide, Wipro Technology and Fidelity National Information Services Inc. Projects engagements in Asia Pacific countries include fraud management for national payment system/gateway, enterprise cross-border payment model, core-banking and multi-channel solutions, etc. Rajiv is frequently invited to speak at Fintech conferences on topics like digital banking innovation and risk management in a digital world.


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