ISFB Certificate Management Assistant
Category
Private Banking & Asset Management
Level
Fundamentals
Format
Presential
Duration
14 non-consecutive days
Language
French
Location
ISFB Geneva premises
Director
Julien Froidevaux
Manager
Oscar Marano
Type
ISFB Certificates
Description
Prices & Admission
Content
Testimonials
Stakeholders
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 support the Relationship Manager function.
2. Understand and master the key aspects of the management assistant environment and profession in order to be able to support the Relationship Manager function.
Target audience
- 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 wish to become management assistants;
- People not working in banking who wish to become management assistants.
- People working in banking who wish to become management assistants;
- People not working in banking who wish to become 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.
Reviews
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)
Practical information
ISFB Certificates of Specialization are recognized by all member institutions. They are an important professional asset on the job market in French-speaking Switzerland.
Price
- Public : CHF 7'935.-
- Member : CHF 5'950.-
- HG / OCAS / OCE : CHF 3'967.50.-
AG1A
Economics - banking and financial systems
Contents: Money: 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 risks; types of banks; business model issues
Macroeconomic variables: growth; inflation; historical and current situation of the main economies; impact of the economic cycle on financial markets and assets
Central banks: role and mandate of a central bank; tools of a central bank; analysis of the current context; monetary policies (restrictive and expansive) in the international environment
Financial crises: historical aspects; analysis of the current context; potential risk factors
Banks: role in the economy; functions and risks; types of banks; business model issues
Macroeconomic variables: growth; inflation; historical and current situation of the main economies; impact of the economic cycle on financial markets and assets
Central banks: role and mandate of a central bank; tools of a central bank; analysis of the current context; monetary policies (restrictive and expansive) in the international environment
Financial crises: historical aspects; analysis of the current context; potential risk factors
Duration: 8h00
Format: In-person
Possible contributors: SCHORDERET Yann
SAQ code(s) assigned: CWMA-ISFB-24-1166
AG2A
Obligations - Introduction
Contents: Definition
Estimating yield
Calculating accrued interest
Risk factors and measures
Bond typology and special bonds
Bonds and sustainable finance
Bond strategies
Estimating yield
Calculating accrued interest
Risk factors and measures
Bond typology and special bonds
Bonds and sustainable finance
Bond strategies
Duration: 8h00
Format: In-person
Possible contributors: SCHORDERET Yann
SAQ code(s) assigned: CWMA-ISFB-24-1168
AG3A
Currencies - Introduction
Contents: Currency market characteristics
Cross rates
Spot transactions
Forward transactions
Purchasing power parity
Brief principles of technical analysis (concept, support/resistance, trends and reversals)
Economic variables influencing exchange rates
Cross rates
Spot transactions
Forward transactions
Purchasing power parity
Brief principles of technical analysis (concept, support/resistance, trends and reversals)
Economic variables influencing exchange rates
Duration: 8h00
Format: In-person
Possible speakers: WEILL Thibault
SAQ code(s) assigned: CWMA-ISFB-24-1167
AG4A
Stock market and shares - Introduction
Contents: The main world markets and their indices.
Primary market (IPO) and secondary market
Stock market orders and price formation
How a stock market works and dark pools
Stocks: technical characteristics
Classification of stocks by size
Classification of stocks by investment type (defensive, value, growth)
Stock transactions and their impact on stock prices (capital increases, mergers, splits, etc.).).
Technical vs. fundamental analysis
Key figures in share valuation: PE and beta
The link between share behavior and position in the economic cycle
Primary market (IPO) and secondary market
Stock market orders and price formation
How a stock market works and dark pools
Stocks: technical characteristics
Classification of stocks by size
Classification of stocks by investment type (defensive, value, growth)
Stock transactions and their impact on stock prices (capital increases, mergers, splits, etc.).).
Technical vs. fundamental analysis
Key figures in share valuation: PE and beta
The link between share behavior and position in the economic cycle
Duration: 8h00
Format: In-person
Possible contributors: FROIDEVAUX Julien
SAQ code(s) assigned: CWMA-ISFB-24-1169
AG5A
Investment Funds - Introduction
Contents: Legal basis
How it works
Categories
Types of management
Swiss taxation
Advantages and disadvantages
Analysis
Exercises
How it works
Categories
Types of management
Swiss taxation
Advantages and disadvantages
Analysis
Exercises
Duration: 8h00
Format: In-person
Possible contributors: GROSSEN Jan
SAQ code(s) assigned: CWMA-ISFB-24-1170
AG6A
Investment strategy - Introduction
Contents: 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 mandates and advisory mandates
Risk and performance measures
Investment process, sources of performance, alpha
and beta
Asset allocation vs. core satellite
Passive management active management and absolute return management
Discretionary mandates and advisory mandates
Risk and performance measures
Duration: 8h00
Format: In-person
Possible speakers: VIALIS Nicolas
SAQ code(s) assigned: CWMA-ISFB-24-1171
AG7A
Compliance - Introduction
Contents: Banking secrecy in Switzerland (Swiss Constitution, Swiss Civil Code, Article 47 of the Federal Banking Act, Direct Tax Harmonization Act, principles of international legal cooperation, OECD Model Convention, current developments)
The fight against money laundering in Switzerland (Federal Banking Act, Swiss Penal Code, Money Laundering Act and its FINMA Ordinance)
The fight against money laundering in Switzerland (Federal Banking Act, Swiss Penal Code, Money Laundering Act and its FINMA Ordinance)
Duration: 8h00
Format: In-person
Possible participants: AVDIJA Taulant
SAQ code(s) assigned: CWMA-ISFB-24-2172
AG8A
Credits - Introduction
Contents: Banks' financial intermediation function and credit securitization
Types of credit, including consumer credit, leasing, Lombard credit, commitment credit
Nature of hedges and their usefulness
Financing companies according to their stage of development
Financing objectives, granting criteria and monitoring
Types of credit, including consumer credit, leasing, Lombard credit, commitment credit
Nature of hedges and their usefulness
Financing companies according to their stage of development
Financing objectives, granting criteria and monitoring
Duration: 8h00
Format: In-person
Possible speakers: Jérôme PIGUET
SAQ code(s) assigned: CWMA-ISFB-24-1173
AG9A
Sustainable finance - Introduction
Contents: Sources of sustainable finance (players, initiatives, etc.)
ESG criteria
Impact measurements
Sustainable investment strategies
Sustainable investment vehicles
ESG criteria
Impact measurements
Sustainable investment strategies
Sustainable investment vehicles
Duration: 4h00
Format: In-person
Possible speakers: DAHMANI Malek
SAQ code(s) assigned: CWMA-ISFB-24-1174
AG10A
Digital & financial innovation
Duration: 4h00
Format: In-person
Possible speakers: RAMIREZ MORENO Ignacio
EXAAGA
Examination Management Assistant Certificate Part A
Duration: 2h00
AG1B
Transactional Management - Introduction
Contents: Cash management
Portfolio transfer management
Daily and recurring management activities
Portfolio transfer management
Daily and recurring management activities
Duration: 8h00
Format: In-person
Possible speakers: BONTORNO Sebastiano
AG2B
Role and responsibility in management assistance - Introduction
Contents: Entering into a relationship
Forms management
Banking regulations
Forms management
Banking regulations
Duration: 8h00
Possible speakers: LUCAS Mickaël
AG3B
Negotiation and Conflict Management - Introduction
Content: Negotiating and preventing conflicts with customers
Negotiating and preventing conflicts with colleagues
Negotiating and preventing conflicts with colleagues
Duration: 8h00
Possible speakers: DE COURTEN Frédérique
AG4B
Time management and work organization - Introduction
Contents: Organizational principles
Managing your own priorities
Managing the Relationship Manager's priorities
Managing your own priorities
Managing the Relationship Manager's priorities
Duration: 8h00
Possible speakers: Julien CRETTAZ
AB5B
Customer service - Introduction
Content: Establish and develop a relationship of trust with customers
Maintain a high quality of welcome
Maintain a high quality of welcome
Duration: 8h00
Possible speakers: BOUYIDOU Yannick
EXAAGB
Certificate of Management Assistant Exam Part B
Duration: 2h00
ISFB Management Assistant Certificate: professionalizing a key function. Interview with Julien Froidevaux
Julien Froidevaux - Head of Independent Asset Managers (Piguet Galland & Cie SA)
At the heart of wealth management, the role of management assistant is evolving and becoming more professional. To meet the growing demands of the sector, the ISFB is launching a dedicated certificate combining technical expertise and behavioral skills. Julien Froidevaux, Program Director, presents the challenges, structure, and ambitions of the program.
Read the interview
How the ISFB Management Assistant Certificate transforms professional practice - Testimony of Aurelia Giovanna Pieren
Aurelia Giovanna Pieren - Assistant to the Customer Manager (Banque Bonhôte)
"This training course gave me a better understanding of the financial and regulatory issues related to my professional environment, while also working on technical aspects, organizational rigor, and interpersonal skills."
Read the interview
Launch of the new ISFB Management Assistant Certificate
Dr Mathias Baitan - Managing Director, Institut Supérieur de Formation Bancaire
"This training program, developed in close collaboration with financial market players, offers future management assistants content that is perfectly aligned with market expectations."
Read the interview
Passing on, inspiring, supporting: the commitment of Jan Grossen, lecturer in the ISFB Management Assistant certificate program.
Jan Grossen - Wealth Manager (Julius Baer)
For more than ten years, Jan Grossen has been sharing his expertise in ISFB training courses. A lecturer in the Management Assistant certificate program, he looks back on his career, his commitment to teaching, the challenges of the profession, and the concrete benefits of this training program designed to support the development of wealth management assistants.
Read the interview
Yann Schorderet
With over 20 years of experience in the Geneva financial markets, Yann Schorderet has held positions as an analyst, economist, and strategist, covering the entire investment process, from macroeconomic analysis to asset allocation. With a PhD in econometrics, he has developed quantitative tools for portfolio construction and published a reference work on risk management with Wiley. A former lecturer at the University of Geneva and CFA charterholder, he now focuses on institutional management, big data, and pension fund consulting.
Thibault WEILL
Thibaut Weill has 20 years of experience in private banking, investment banking, and retail banking.
A specialist in capital markets and investment products (currencies, commodities, derivatives, and structured products), he was notably head of the trading room at Credit Suisse in Geneva.
He is a trainer in many fields, such as SAQ (CVMA) certifications. During his career, he has created two start-ups and now manages a Raiffeisen bank in Geneva.
Thibaut holds a Master's degree in Finance from HEC Lausanne, supplemented by numerous training courses, including an executive program in Leadership at the London School of Economics and an Executive Master Coach diploma from the European Coaching Academy.
A specialist in capital markets and investment products (currencies, commodities, derivatives, and structured products), he was notably head of the trading room at Credit Suisse in Geneva.
He is a trainer in many fields, such as SAQ (CVMA) certifications. During his career, he has created two start-ups and now manages a Raiffeisen bank in Geneva.
Thibaut holds a Master's degree in Finance from HEC Lausanne, supplemented by numerous training courses, including an executive program in Leadership at the London School of Economics and an Executive Master Coach diploma from the European Coaching Academy.
Julien FROIDEVAUX
Julien Froidevaux is responsible for third-party asset management at Piguet Galland & Cie. He has been teaching for several years at various institutions, including ISFB. Julien holds a doctorate from the University of Geneva.
Jan GROSSEN
Jan is a wealth management advisor specializing in executives and entrepreneurs at Julius Bär Bank in Geneva. He has been working in the banking sector since 1995 and has been active in wealth management for domestic clients for nearly 20 years. Jan worked at UBS before joining Julius Bär in 2019. He has been an occasional trainer at the ISFB since 2011 for various branches related to wealth management. He holds a Federal Certificate of Specialization in Banking Economics and a Federal Diploma of Expertise in Finance and Investments, certified as an "International Wealth Manager CIWM."
Nicolas VIALIS
Nicolas is an experienced fund manager who follows a well-defined investment process, using a quantitative/fundamental approach and ESG filters. He specializes in Swiss equities and global equities. He has been teaching investment, ESG, and portfolio management to senior executives for 15 years.
Taulant Avdija
Taulant Avdija is a licensed attorney, partner, and head of the Regulatory & Compliance department at BDO in Geneva and Zurich, where he has been practicing for 10 years. He assists financial institutions with audits, investigations, and advisory mandates, particularly in the areas of anti-money laundering, governance, sanctions, cross-border compliance, and investor protection.
He also holds a CAS in Digital Finance Law (University of Geneva) and a CAS in Financial Regulation (Universities of Bern and Geneva).
He also holds a CAS in Digital Finance Law (University of Geneva) and a CAS in Financial Regulation (Universities of Bern and Geneva).
Jérôme PIGUET
With nearly 30 years of experience at UBS, Jérôme Piguet has developed in-depth expertise in commercial and real estate credit, serving businesses and real estate professionals.
He began as a Recovery Advisor, managing complex situations and helping to secure sensitive credit portfolios.
For 14 years as a team leader, he successfully united, structured, and developed the skills of employees in a demanding environment.
Now a Corporate and Real Estate Professional Advisor, he assists his clients in structuring financing tailored to their strategic projects.
His approach combines financial rigor, interpersonal skills, and a pragmatic view of economic issues.
Malek Dahmani
With 15 years of investment experience, Malek Dahmani joined Bruellan in 2022 to strengthen European equity and sustainable investment management. Prior to that, he spent 14 years at LOIM, where he initiated and managed a strategy focused on European family-owned companies. A graduate of the Geneva Graduate Institute, Malek completed his studies with a management program at IMD and the CFA ESG certificate.
Ignacio RAMIREZ MORENO
A Fixed Income Advisor at Pictet, he is also a CFA charterholder. As a financial content creator on LinkedIn, he has built a community of around 46,000 followers interested in market news. Passionate about finance, he is particularly interested in the modernization of financial practices and innovation in the sector.
Sebastiano BONTORNO
Sebastiano is currently Head of Back Offices, covering the following areas of activity: Securities, Funds, Payment Traffic, Fund Trading, as well as the securities file and securities and cash reconciliations.
At the same time, he is also responsible for Logistics, which encompasses all general services and Reception, with a particular focus on the quality of the customer experience.
With 35 years of experience in banking, including 30 years dedicated to back office management, he has in-depth expertise in banking operations and team leadership. He holds a Federal Certificate of Proficiency (CFC) in commercial employment with a specialization in banking, supplemented by several management certifications and a CAS in Banking Leadership and Management.
Mickaël Lucas
Mickaël LUCAS is currently KYC Officer within the BRM at Piguet Galland SA.
He has 5 years of experience in banking compliance and KYC.
His career path is as follows:
He holds a Bachelor of Science in Economics and Services, specializing in Banking and Finance, from the Haute École de Gestion (HEG) in Geneva.
He began his career at Lombard Odier in Geneva, then in Nassau, where he was a member of the Client File Review team, responsible for updating KYC information, and then a member of the Periodic Review team, responsible for preparing KYC information for the Due Diligence Committee.
He has 5 years of experience in banking compliance and KYC.
His career path is as follows:
He holds a Bachelor of Science in Economics and Services, specializing in Banking and Finance, from the Haute École de Gestion (HEG) in Geneva.
He began his career at Lombard Odier in Geneva, then in Nassau, where he was a member of the Client File Review team, responsible for updating KYC information, and then a member of the Periodic Review team, responsible for preparing KYC information for the Due Diligence Committee.
Frédérique DE COURTEN
Maître Frédérique de Courten holds a doctorate in law, is an FSA-certified lawyer and mediator, and is sworn in as a mediator before the Geneva courts. She has over 20 years of varied legal experience in academia, banking, and the bar, combined with an international career in highly demanding multicultural environments in Switzerland and abroad. Frédérique de Courten worked for eight years at J.P. Morgan (Switzerland) SA as a member of the legal department. Founder of Etude de Courten Solutions, Frédérique de Courten puts her expertise at the service of her clients to give them the best chance of amicably resolving complex conflicts and crisis situations. She regularly speaks at various organizations to raise awareness among employees and managers about peaceful approaches to conflict resolution using a range of practical tools. She is a member of the Geneva Bar Association and the Swiss Bar Association.
Julien CRETTAZ
Julien Crettaz is a certified trainer, HR specialist, and lifelong learner who places active listening, kindness, and collaboration at the heart of his workshops. Also a federally certified firefighter instructor and former circus performer, he combines rigor, enjoyment, and mutual support in the service of people. His ability to take a step back and the relevance of his feedback bring a unique added value to the teams he coaches.
Yannick Bouyidou
Yannick Bouyidou is an international hospitality professional and entrepreneur. With a degree in hotel management and an MBA in business transformation and entrepreneurship, he has over ten years of experience with the luxury hotel group The Ritz-Carlton.
During his career, he has held several management positions on four continents, with primary responsibilities including improving the customer experience, developing employee engagement, and optimizing financial performance.
He has contributed to the development of hundreds of professionals and advised management teams on transforming the customer experience as a lever for performance and value creation.
During his career, he has held several management positions on four continents, with primary responsibilities including improving the customer experience, developing employee engagement, and optimizing financial performance.
He has contributed to the development of hundreds of professionals and advised management teams on transforming the customer experience as a lever for performance and value creation.
Information
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Category
Private Banking & Asset Management
Level
Fundamentals
Format
Presential
Duration
14 non-consecutive days
Language
French
Location
ISFB Geneva premises
Director
Julien Froidevaux
Manager
Oscar Marano
Type
ISFB Certificates
Information
A question about this service? Our manager is at your disposal
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