This course will provide you a technical and managerial perspective of the Global Wealth Management (GWM) industry with an overview of the key components and a focus on the management and supervision of Currency and Commodity products and related systems and technology.

Delve into the world of wealth management business and learn how you could address and implement innovative and productive technological solutions relating to the Currency and Commodity products and processes.

Course Duration 3days

Hybrid FSI IT Training Class

Global Wealth Management Operationsand Technology: Investment in Currencies & Commodities

High Networth (HNW) customers and target customer

segments

III. Asset classes and related products

IV. Overview on Wealth Management Systems and

Technology

I. GWM industry overview - including the global and

local �nancial systems

II. Major players including target customer segments -

commercial banks, specialized wealth management

institutions, central banks, settlement mechanisms,

relationship managers, private bankers and, existing

The learning material for this module will be available online 14 days prior to the 1-day instructor-led class.

Global Wealth Management Essentials

Deep-dive: Currencies & Commodities

Course Description

This course aims to provide a strategic overview of Global Wealth Management Operations and Technology and how it is

overlaid onto the IT domain through the use of schematic diagrams.

Gain insightful knowledge on the trends, developments, key risks, relevant legislation and policies relating to currency and

commodity products and more importantly assess the impact to the work�ow and related IT system changes as a result of

these developments.

Course Outline

Mr. Tay Kim Yam is a seasoned banking professional with more than 20 years of front-to-back banking experience gathered from a progressive career. His expertise lies in the areas of governance, audit, risk management and regulatory compliance; technology and operations; treasury markets; and market conduct in the �nancial industry. In addition to assuming senior positions in �nancial markets trading, he was also previously a risk management lead consultant with a Big 4 professional �rm; and Chief Audit Executive and Head of Technology & Operations Risk Management with a leading Asian bank. Kim Yam is a well-sought after trainer and he has won many accolades from providing training for banks, institutions of higher learning and professional organisations across many countries in the Asia Paci�c region.

Trainer’s Biography

Tay Kim Yam

II. Currency Trading desk operations

III. Currency Market data providers

IV. Deal entry and position keeping

V. WM related Commodity Investment Eco-system

VI. WM related Processes - Investment in Currencies

and Commodities

• Transaction services

• Portfolio Management Services

• Cross Product processes

VII. (End to End) Systems and Technology - Investment

in Currencies and Commodities

VIII. Change Management

I. Asset classes and related products - Investment in

Currencies & Commodities

• Wealth Management (WM) related Currency

Investment Eco-system - Front, Middle and

Back O�ce

• FX Spots, Forwards, Swaps, etc

• MM Interbank Borrowing / Lending etc

• Pricing and Arbitrage options

• Global Trading desks

• Mark-to-market, funding, gaps

• Contracts generation and counterparty actions

• Currency market settlement options

*Please note that the trainer conducting this course is subject to change without prior notice.

Case Studies and LabLab exercises on core banking systems and assessments are designed to

assess your ability to employ the Wealth Management-currencies and

commodities concepts, models and strategies, as well as to visualize the

end-to-end workflows and translate them to the IT domain. Emphasis is

also on analysing situations using real-world examples.

• Possess at least a basic diploma or equivalent qualification

• Possess a good command of the English language

• Possess good analytical and evaluation skills

• Possess good problem-solving skills and communication skills

Pre-requisites

Upon successful completion of the NICF accredited course, you will receive a certi�cate from Singapore Management University.

Certification

To register for the course or to view the latest class schedule, visit www.fita.smu.edu.sg

Register Now

This three-day course is relevant to IT professionals or �nancial service professional with at least three years of experience looking to gain knowledge and skills to work in or support the �nancial services industry.

Who Should Attend

S$3,210* (inclusive of GST)(*70% CITREP II funding capped at $3,500 per trainee is available. Singaporeans and PRs only.)See oveleaf for details.

Course FeeGROUP DISCOUNTfor 3 or more participants from same company for the same course.

Terms and conditions apply.10%

Opportunities to work on close to real-life financial systems

Interactive and experiential delivery that includes hands-on simulation, role plays, case studies and classroom lecture

Have a question?

Funding and Claims Process

CITREP funding is available for Singapore citizens and

PRs for this course. Participants will pay the course fees

in full upfront and claim up to 70% of the nett payable

fees. Applications for claims are to be submitted via

Infocomm Competency Management System portal

www.idaicms.gov.sg within 3 months from the actual

completion date.

Terms and conditions apply. For more details, visit

www.ida.gov.sg/citrep

Get in touch with our friendly sta�.

+65 6808 5458

www.�ta.smu.edu.sg

�ta_admin@smu.edu.sg