MBA Wealth Management, Banking and Insurance
- Full time
- 9200€
- October 2024
- French
Program description
The MBA in Wealth Management, Banking and Insurance is designed not only for students interested in the world of banking, but also in long-term customer relations.
The course is designed to give students a perfect command of banking management, real estate, insurance financing techniques, compliance, family law, customer relationship management based on listening, as well as management skills, while keeping an economic watch on products and regulatory developments.
Pourquoi faire un MBA Gestion de Patrimoine et Banque - Assurance ?
This ESLSCA MBA stands out for the quality of its lecturers and the modernity of its programs. It is offered both as an initial program and as a sandwich course.
An MBA in Wealth Management and Banking - Insurance by experts
Practicing professionals, legal experts and management and finance experts are on hand to advise candidates. An added bonus is the evening events and trade shows organized to enrich the address books and boost the networks of registered professionals. This Master of Business Administration gives a powerful boost to their careers, as it highlights the realities of the job market.
A response to the development of the banking and insurance sector
The digitalization of the profession has boosted the range of services on offer, and wealth management is a booming sector. That's why ESLSCA's MBA program is so attractive: it's tailor-made, and the managers who take it are immediately employable. They brilliantly meet the market's expectations in terms of :
- Carry out a wealth diagnosis;
- Develop relevant investment and wealth strategies;
- Implement them;
- Manage a customer portfolio as a wealth engineering expert;
- Or manage a middle office.
In the course of their training, managers acquire all the skills they need to lead 4.0 teams.
Developed skills
- Define a customer's asset strategy;
- Monitor regulatory and technical developments;
- Manage and improve the performance of a team of wealth management advisors;
- Define an investment strategy for financial markets;
- Manage a client's wealth management strategy;
- Develop and implement banking, financial and wealth management solutions.
MBA Wealth Management, Banking & Insurance 2023/2024 programme
Teaching methods:
Face-to-face: 100%
Lectures: 70% | Tutorials: 30%
- Market finance / Financial products
- Family law
- Corporate law
- Insurance environment and techniques
- Compliance
- Financial economics / Country risk
- CRM negotiation
- Operational management
- Financial English
- General personal taxation
- Financing techniques
- Green finance ESG / SRI and cryptocurrency
- Physical and paper real estate
- Corporate wealth management
- Wealth strategy
- Banking products and management
- Investment techniques
- Bank cash management
- Actuarial and financial mathematics
- Banking marketing, CRM and Big Data
- Visits / conferences
- Soft skills (for work-study students)
- Professional English
- Thematic conferences
- Hubspot certification
- Google ADS certification
- Google Analytics certification
- Power BI certification
- Preparation for AWS certification (data specialization only)
- 4 months (i.e. 88 days on the job) for initial training students
MBA Objectives
- Master the legal and tax environment essential to our business activities
- Implement a wealth management strategy
- Know the fundamentals of property & casualty and life insurance
- Implement a cash management strategy
- Know the basics of banking marketing and big data
- Be an expert in legal aspects, compliance and duty of advice
- Have an enlightened and global vision of the financial economy through country risks
- Become an expert in real estate and related financing
Events
- Preparation for AMF certification with Coaching Leader AMF Eslsca (coaching + Premium Pack with access to online resources, Moocs, blans exams, etc.)
- Insurance accreditation program levels 1 to 3
- Participation in trade shows
- "Wealth Management breakfasts"
- Trade show/events: Patrimonia (Lyon)/Les journées du courtage (Paris)
Registration is open all year round and closes once the number of students has been reached (places are limited per class).
Registration deadline: October 2, 2024. After these dates, please contact the admissions department via [email protected].
Admission procedure
Pre-selection of file including :
- CV
- Application questionnaire
- Skills assessment interview
Prerequisites
- Bac +4 (240 ECTS) ideally obtained in the field of finance and banking
- Bac +3 (180 ECTS) with at least 2 years' experience in finance and/or asset management
Career perspectives
MBA students in Wealth Management and Banking-Insurance can apply for the following professions:
Banking / Insurance specialization
- Individual customer advisor
- Professional customer advisor
- Branch manager
- Middle office manager
- Insurance inspector
- Private banker
Wealth management specialization
- Salaried asset management advisor
- Independent wealth management advisor
- General insurance agent
- Real estate sales investment
- Investment advice
Evaluation methods
The study year is divided into two semesters, with the last week reserved for exams.
Grading conforms to the ECTS (European Credit Transfer and Accumulation System) standard promoted by the European Union. The assessment system complies with the 2024-2025 internal regulations; the average grade for a course or module is used to assess the efforts made by each student, and to help them decide on their academic and professional choices.
It includes elements of continuous assessment, the evaluation of various assignments and the grade obtained in semester tests.
Under the direction of the School Director, the school jury meets once a year to decide on the case of each student (passing, repeating, reorientation).
A student validates his or her year with 60 ECTS (i.e. 30 ECTS per semester) and an average of 10/20 per module, bearing in mind that 5 is an eliminatory mark for a course.
In addition, all pedagogical requirements must be met:
- Minimum 4-month internship
- Continuous assessment + final exams
- Final dissertation
- Skills passport
- Personal development (participation in school life)
Any student who fails to obtain an average of 10/20 in a module will be invited to the make-up session to retake the exams defined by the passing jury.
A second School Jury will be held after the catch-up session to decide on the case of each student: conditional passage for 2-year alternating students, repetition, reorientation, exclusion, gap year.
What our students think
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Intissar Wahid MBA Logistics and Supply Chain Management"I chose the ESLSCA because of the richness of the program and the quality of the speakers."
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Romain Dei Tos Financial Markets"The Trading division brought me a market culture and field experience from experts in the sector ..."
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Arti Patel MBA Digital MarketingDiscover the MBA Digital Marketing
"The school offers real opportunities and prospects for advancement in the professional world."
