UBS Senior Advisor Accelerator Program
Issued by
UBS
Earners of UBS Senior Advisor Accelerator Program understand the key trends and embrace the change that is already happening in the banking industry. During the program they were looking at human factor to build trust and step confidently into the future with their clients, using available tech solutions. They were also granted with SAQ Certified Wealth Management Advisor Diploma.
- Type Certification
- Level Advanced
- Time Months
- Cost Paid
Skills
Earning Criteria
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Growth Champion Sprints with Exo Works. 5x2h online meetings during which participants were implementing the learnings from workshops Module 1 into an actionable future growth opportunity by building the project. The question was how trends and technologies may impact the future of UBS? What would be a client's value proposition and ROI?
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Workshops Module 1 – Future Development (23 learning hours). Goal: Key shifts in Ways of Working, Core Concerns Framework application, impact of macro and disruptive trends (e.g., talent, digital/AA/AI) on client relations, Change & Leadership tools, navigating between high-tech and high-touch in serving customers. In coordination with UBS Senior Management, Capgemini, McKinsey, David Shrier, Exo Works, Hintsa.
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Workshops Module 2 - Future Actualization (19 learning hours). Goal: 10X ROIs, Growth Sprints, Shark Tank pitching, Client Transformation Roadmap, financial Ecosystem, understanding client's needs, shaping interaction and building trust with clients. In coordination with: UBS Senior Management, Capgemini, McKinsey, Dan Shapiro, Exo Works, Hintsa.
Standards
The SAQ certificate is a proof of quality, which attests the holder is aware of the expertise and rules of conduct defined by the industry for the consulting profession.