Professionalising a key function in Wealth Management: Interview with Julien Froidevaux

In a constantly evolving banking environment, upskilling operational teams is becoming a key strategic differentiator. With this in mind, the ISFB – Higher Institute for Banking Training – has just launched a certificate dedicated to portfolio management assistants, a central role within the wealth management sector.

To shed light on the goals and structure of this new programme, we spoke with Julien Froidevaux, Head of Independent Asset Managers at Piguet Galland, who is also involved in continuing education as Programme Director appointed by the ISFB.

A programme designed to reflect real-world practice

The ISFB Portfolio Management Assistant Certificate is aimed at professionals who support relationship managers on a daily basis in serving private and institutional clients. It covers the core principles of wealth management – from a solid grasp of key financial products to an understanding of the regulatory landscape – while also developing essential soft skills that are increasingly critical in client interactions and priority management.

“This programme builds on the core structure of the ISFB Private Banking Certificate, with 10 foundational modules followed by 5 more specialised ones focused on practical application and personal development,” explains Julien Froidevaux. “The aim is to strengthen the professionalisation of a role whose scope is increasingly aligned with that of the Relationship Manager.”

A key function in a more demanding environment

In recent years, the role of the portfolio management assistant has undergone a major transformation, driven by tighter regulatory standards and shifting client expectations. In this context, the ability to combine technical expertise, service orientation and operational rigour has become a key asset.

“Assistants play a crucial role in maintaining and enhancing the quality of client relationships,” emphasises Julien Froidevaux. “Their upskilling is an essential lever for improving the overall performance of banking institutions.”

Tailored support throughout the programme

As Programme Director, Julien Froidevaux ensures the coherence of the curriculum and its ongoing alignment with the profession’s realities. He also oversees the quality of the trainers and ensures the certificate is consistent with the full ISFB training offering.

“Our priority is to deliver a programme that is both structured and flexible, enabling participants to deepen their expertise while developing their professional posture,” he concludes.

Full article available on the ISFB website