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UBS, Credit Suisse e sette istituti dei cantoni latini - fra cui la ticinese BancaStato - hanno concordato uno standard di certificazione comune per i consulenti alla clientela. L'obiettivo è formare collaboratori di alto profilo tenendo conto tempestivamente dell'evoluzione del settore.
I certificati hanno una denominazione specifica: Certified Wealth Management Advisor nella gestione patrimoniale, Consulente alla clientela privata certificato e Consulente alla clientela individuale certificato in ambito Retail e Certified Corporate Banker nel settore Clientela grandi aziende.
Con questo impegno UBS, Credit Suisse e gli istituti cantonali di Ticino, Friburgo, Ginevra, Giura, Vallese, Neuchâtel e Vaud dimostrano di voler prendere sul serio l'autoregolamentazione, si legge in una nota.
Diem/ATS
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