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  • Initial training - Continuing education - Work-linked training
  • 1 year
  • Marseille Canebière
  • AIMS

    The objective of the Banking Law and Wealth Management course is to satisfy the important and growing needs of executives responsible for a portfolio of private clients in banking establishments, credit institutions, insurance companies and independent wealth managers. The aim is to train Asset Management Advisors (AMA) through the acquisition of technical and relational skills essential to mastering the relationship with the client, the good range of services and private management. Students will be expected to have a legal background and banking experience, and to have sufficient skills to integrate the tools necessary for entry into the legal curriculum.

    It will be an opportunity for students to gain experience in the legal profession.

    It is also to train lawyers and jurists specialised in banking and financial law in order to advise banking companies and to defend them in court in case of litigation.

  • LEARNING SITES

    • FDSP, Aix-en-Provence
  • LEARNING AND RESEARCH

    Research is a major part of the training. Students must prepare individual and collective work (research reports and/or dissertations). The exercises of studying a file also require the mobilization of important documentation, which must be synthesized. The methodology of constructing a research project is covered in the dissertation in the first year. The methodology of research is further developed in the second year in the framework of the elaboration of different research reports and the dissertation.

    The Master's research-based training is supported by the Center for Economic Law (UR 4224), which includes a banking-finance-asset management unit. Each year, students are invited to attend scientific events (workshops, conferences, symposiums, etc.) organized by the laboratory or by the Master's department on current topics related to banking and finance.

  • PROFESSIONAL SKILLS TO BE ACQUIRED

    The student who has obtained the Master's degree in Banking Law and Wealth Management :

    enters into contact with and follows up on clients of banks, insurance companies, financial product investment consulting firms or independent firms (e.g. asset management),
    manages the client's assets from a legal and financial point of view,
    advises clients on asset management and transfer strategies using (among other things) the company's products,
    advises clients on the acquisition of financial products,
    handles banking litigation,
    assesses banking and credit risks,
    advises and proposes the company's products.

    The graduate is able to:

    master the entry into a relationship and the commercial development of this relationship,
    proceed with the global analysis of the client's personal and patrimonial situation in order to draw the data of his legal situation to provide him with the best advice,
    mastering the legal framework of wealth management and the technical tools of management and transmission,
    mastering the technique of the products as well as the financial products of the company,
    identify situations or clients at risk,
    conduct commercial negotiations in order to offer clients the most suitable company products

  • INTERNSHIPS AND SUPERVISED PROJECTS

    The Banking Law and Asset Management program is offered exclusively on a work-study basis, in the form of an apprenticeship or professionalization contract.

    Tutored projects are set up throughout the year. Students must produce research reports in teams on themes defined at the beginning of the year and give a summary presentation of their work. Students also have the opportunity to participate in national competitions related to banking, finance and wealth management. This is the case for the AGEFI Young Graduates Grand Prize, or the CNCGP Young Talents competition.

  • SPECIFIC TEACHING CONDITIONS

    The Master's program is exclusively a work-study program, which allows students to apply their theoretical knowledge in a regular and progressive manner.

    The Master's program involves many professionals who provide professional teaching. The students are thus confronted with practical exercises throughout their training, through simulations, case studies, or analysis of client files.

    Students are invited to attend symposiums and conferences organized by the Master's department. These events, which are open to students, bring students into contact with eminent national or international specialists on current issues related to banking and finance.

  • OFFSITE TEACHING

    University teaching is taking place at the FDSP:

    110 La Canebière - 13001 Marseille

    Half of the teaching is provided by the Ecole supérieure de la banque within its premises located:

    65 avenue Jules Cantini

    Tour Méacute;e, 6ème arr.

    13435 Marseille Cedex 20

  • SEEKED CAREERS

  • NSF DOMAINS

    • 128G Droit fiscal ; Droit des affaires ; Droit pénal ; Droit de l'environnement ; Droit de la santé ; Droit de la sécurité et de la défense ; Droit du transport etc (fr)
    • 313T Instruction de dossiers, traitements de flux et de produits financiers (fr)
    • 120G Sciences économiques et sociales appliquées à l'aménagement et au développement, à l'administration territoriale, au commerce, aux relations sociales et aux ressources humaines, aux finances (fr)
  • SEEKED CAREERS

    Targets

    • Private banking advisor
    • Wealth manager (bank, independent firm, notary's office...)
    • Wealth engineer
    • Banking lawyer
    • Bank branch manager
    • .
    • Lawyer
  • LEARNING COURSES LIST

  • FURHER INFORMATION

    Pedagogical secretariat:

    Laure JANET laure.janet@univ-amu.fr 04 96 12 61 49

Head of the course

Testimonials

Formation
Master's degree in banking law and asset management
Promotion
Class of 2018-2019
Loris ROUSSEL
The Master's degree in Banking Law and Asset Management allows you to combine theory with practical application, thanks to the work-study programme. The knowledge acquired during the Master's course enabled me to be autonomous in the professional environment. As far as the teaching is concerned, the University offers a high quality course, with various interesting and very enriching modules. The work-study programme allows me to acquire professional skills that have enabled me to feel comfortable in my job (I did my work-study at B […] Read more
Formation
Master's degree in banking law and asset management
Promotion
Class of 2018-2019
Loris ROUSSEL
The Master's degree in Banking Law and Asset Management allows you to combine theory with practical application, thanks to the work-study programme. The knowledge acquired during the Master's course enabled me to be autonomous in the professional environment. As far as the teaching is concerned, the University offers a high quality course, with various interesting and very enriching modules. The work-study programme allows me to acquire professional skills that have enabled me to feel comfortable in my job (I did my work-study at BNP Paribas Banque Privée as an advisor in Private Banking for individuals). Moreover, being in the professional world allows you to take responsibility for your work, especially in the banking field. The combination of training and work experience (theory and practice) has enabled me to meet the expectations of clients and banks alike. I am currently a wealth management advisor at Société Générale in Versailles.
Formation
Master's degree in banking law and asset management
Promotion
Class of 2016-2017
Laura BARNEOUD
The Master's degree in Banking Law and Wealth Management is the ideal path to the wealth management profession! This sandwich course is a real asset for integration into the working world. Not only do the students leave with a 5-year degree, but they are also experienced. This Master's degree has the advantage of combining theory and practice, thanks to the periods spent in companies, and to the national certification of Wealth Advisor issued by the Ecole Supérieure de la Banque, a training organization recognized in the banking in […] Read more
Formation
Master's degree in banking law and asset management
Promotion
Class of 2016-2017
Laura BARNEOUD
The Master's degree in Banking Law and Wealth Management is the ideal path to the wealth management profession! This sandwich course is a real asset for integration into the working world. Not only do the students leave with a 5-year degree, but they are also experienced. This Master's degree has the advantage of combining theory and practice, thanks to the periods spent in companies, and to the national certification of Wealth Advisor issued by the Ecole Supérieure de la Banque, a training organization recognized in the banking industry. In addition, the diversity of the lecturers allows for a better understanding of the different facets of wealth management. For several years now, the master's degree has been taking part in the Agefi Grand Prix for Young Graduates, alongside the major French universities and schools. This competition, which is both collective and individual, reveals the best Masters and the young talents of each year. For me, this will remain a great memory: a real team effort that highlights our training and skills. After spending a year in Luxembourg with Crédit Agricole Indosuez, I am currently a private banking advisor with LCL in Aix-en-Provence.
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