ISFB Certificate
Management Assistant

Catalog | Wealth Management

Context

The role of Management Assistant lies at the heart of the wealth management business. The assistant asset manager assists the asset manager in his or her day-to-day management of the client relationship. This is a key function in managing customer contacts to maintain a high level of quality, but also in the day-to-day management of monitoring the execution of orders and requests from the customer or manager, which takes place within a precise regulatory framework.

Key objectives

  1. Master the main products and services for wealth management clients
  2. Understand and master the key aspects of the management assistant environment and profession in order to be able to assist the Relationship Manager function.

Target audience

  • Existing management assistants wishing to certify their skills with a diploma recognized by the association of banks in French-speaking Switzerland;
  • People working in banking who want to become management assistants;
  • Non-banking employees intending to work as management assistants

Stakeholders

ISFB lecturers have been working in the banking and financial world, or in their respective fields, for many years and are recognized as some of the best experts in our ecosystem in French-speaking Switzerland.

Certifications

  • ISFB Certificates are recognized and particularly appreciated by our institutional members

Organization

Product Manager: Oscar Marano

  • 14 non-consecutive days
  • In person at the ISFB premises
  • Weekdays, from 08:30 to 17:30
  • Language : French

The certificate consists of 14 modules:

Module 1: Economics - banking and financial systems
(CWMA-ISFB-24-1166)

  • Money: the role of money in an economy; demand and supply of money; price determination; influence of money on the economic system
  • Banks: role in the economy; functions and its risks; types of banks; challenges in terms of business models
  • Macroeconomic variables: growth; inflation; historical and current situation of major economies; impact of the business cycle on financial markets and assets
  • Central banks: role and mandate of a central bank; tools of a central bank; analysis of the current environment; monetary policies (restrictive and expansive) in the international environment
  • Financial crises: historical aspects; analysis of the current context; potential risk factors

Module 2: Currencies - introduction
(CWMA-ISFB-24-1167)

  • Characteristics of the foreign exchange market
  • Cross courses
  • Spot operations
  • Forward transactions
  • Purchasing Power Parity
  • Brief principles of technical analysis (concept, support/resistance, trends and turnarounds)
  • Economic variables influencing exchange rates

Module 3: Bonds - Introduction
(CWMA-ISFB-24-1168)

  • Definition
  • Yield Estimation
  • Calculation of accrued interest
  • Risk factors and measures
  • Typology of obligations and specific obligations
  • Bonds and sustainable finance
  • Bond strategies

Module 4: Stock market and shares - introduction
(CWMA-ISFB-24-1169)

  • The main world markets and their indices.
  • Primary market (IPO) and secondary market
  • Stock market orders and price formation
  • Operation of a stock exchange and dark pools
  • The action: Technical data
  • Classification of shares by size
  • Classification of shares by type of investment (defensive, value, growth)
  • Securities transactions and their impact on the share price (capital increase, merger, split, etc.).
  • Technical vs. fundamental analysis
  • Key figures in the evaluation of an action: the EP and the beta
  • The link between stock behaviour and position in the economic cycle

Module 5: Investment funds - Introduction
(CWMA-ISFB-24-1170)

  • The legal bases
  • How it works
  • Categories
  • Types of management
  • Swiss Taxation
  • Advantages and disadvantages
  • The analysis
  • Exercises

Module 6: Investment strategies - Introduction
(CWMA-ISFB-24-1171)

  • Fundamental financial laws (definition of risk, link between risk and return, correlation and diversification, market efficiency
  • Investment process, sources of performance, alpha and beta
  • Asset allocation vs. core satellite
  • Passive management Active management and absolute return management
  • Discretionary and advisory mandates
  • Risk and performance measures

Module 7: Compliance - introduction
(CWMA-ISFB-24-2172)

  • Banking secrecy in Switzerland (Swiss Constitution, Swiss Civil Code, Article 47 of the Federal Banking Act, Law on the Harmonisation of Direct Taxes, principles of international legal cooperation, OECD Model Convention, current developments)
  • The fight against money laundering in Switzerland (Federal Banking Act, Swiss Criminal Code, Money Laundering Act and its FINMA Ordinance)

Module 8: Credits (Introduction)
(CWMA-ISFB-24-1173)

  • Banks' financial intermediation function and credit securitisation
  • Types of credit, including consumer credit, leasing, Lombard credit, commitment credit
  • Nature of the covers and their purpose
  • Financing of companies according to their stage of development
  • Aims of the funding, criteria for granting and monitoring

Module 9: Sustainable finance - Introduction
(CWMA-ISFB-24-1174)

  • Sources of sustainable finance (actors, initiatives etc)
  • ESG criteria
  • Impact measures
  • Sustainable investment strategies
  • Sustainable investment vehicles

Module 10: Transaction management

  • Cash management
  • Portfolio transfer management
  • Daily and recurring management activities

Module 11: Roles and responsibilities in management assistantship

  • Relationship entry
  • Forms management
  • Banking regulations

Module 12: Negotiation and conflict management

  • Negotiating and preventing customer conflicts
  • Negotiating and preventing conflicts with colleagues

Module 13: Time management and work organization

  • Organization principles
  • Managing your own priorities
  • Managing Relationship Manager priorities

Module 14: Customer care

  • Establish and develop a relationship of trust with customers
  • Maintaining a high standard of hospitality

 

Price

CHF 5'950.00 (member price)

CHF 7'935.00 (non-member price)

The member prices apply to all ISFB member institutes and their employees.

Registrations

Please complete the online application form.

Your registration will then be considered as firm and definitive. 3 weeks before the beginning of the training, you will have access to our ISFB collaborative space, then a few days before the beginning of the training to the specific space reserved for the participants of this training.

The general conditions of the ISFB apply as soon as you validate our offer.

Opening of the next session

Kick-off: August 28, 2025 at 4 p.m.

The next session starts on September 9, 2025 at 08:30.
The full training schedule is available here.

Examination information

The validation of the certificate is done through a written exam of the QCS type (simple choice questionnaire, one and only one correct answer) of 120 minutes. The emphasis is on understanding, application and the ability to analyze and solve concrete cases using the tools and methods seen in training. Candidates are allowed to consult course materials, appendices and personal notes (open-ended exam concept)

Exam Part A - open-book - December 8, 2025
Exam Part B - open-book - March 3, 2026

Examination schedule

Application for registration