QIB Press
Digital Desk
Jun 07, 2015 | 8 Minutes
Qatar Islamic Bank (QIB) – Qatar’s leading Islamic bank, in cooperation with the Qatar Finance and Business Academy – has held a training programme for its ‘Tamayuz’ and Private Banking relationship managers designed to provide quality advice relating to investments. The qualification covers the essentials of financial planning, private client asset management, fund management and advisory functions. This course qualifies participants for the examination for the “ International Certificate in Wealth and Investment Management”.
The “International Certificate in Wealth and Investment” is a qualifying Level-3 programme for relationship managers working in private banking and wealth management roles. Upon successful completion of this course, the participants are better able to understand the financial services industry, define various asset classes, list rules and regulations of the industry, appreciate Fiduciary Relationships, perform basic level investment analysis and design financial plans.
Mr. D. Anand, General Manager of QIB’s Personal Banking Group, explained that the Bank held this training course as part of its ongoing strategy to enrich the experience of its relationship managers to better serve the Bank’s premium clients.
“With our expert knowledge of financial markets and instruments, local culture and regulatory environment, QIB designs its products and services – from active portfolio management to research and comprehensive wealth management solutions – always taking into account the changing individual circumstances and the rapidly evolving market environment. The main objective of this training is to bring our people up to date on how best to advise our Client base about the best ways to invest.” Anand added.
Mr. Khalefa Al Mesalam, Head of QIB’s Human Capital Group commented, “The course provides a comprehensive introduction to financial planning, industry regulation, investment analysis and lifetime financial provision, and consists of lectures, discussions, and case studies”.
“Qatar Islamic Bank puts great emphasis on the training of its personnel, so as to ensure their personal development, while at the same time ensuring that the Bank’s clients are serviced to the best possible standards. Only by regularly extending the knowledge base of our staff can we offer the very best standards of excellence to all our clients,” Al Mesalam concluded.