#FinancePH - Leveling Up Wealth Advice: How UnionBank and INSEAD Are Shaping the Future of Financial Guidance

Ever wonder what makes a truly great financial advisor? It’s not just about crunching numbers or knowing the latest market trends—it’s about understanding people, adapting to change, and always being ready to learn something new. That’s exactly the mindset UnionBank is championing as it teams up with INSEAD, one of the world’s top business schools, to launch the ASCEND Program for its Relationship Managers.

This partnership isn’t just a handshake and a photo op—it’s a multi-year commitment to building world-class banking talent right here in the Philippines. The ASCEND Program is all about giving UnionBank’s Relationship Managers the tools and insights they need to go beyond traditional banking. Think deep dives into macroeconomics, market dynamics, behavioral economics, and even emerging topics like digital currencies and artificial intelligence. It’s a learning journey designed to keep advisors ahead of the curve, so they can serve clients with confidence and care.

What’s really exciting is how this program blends high-tech with high-touch. UnionBank’s “Beyond the Graph” video series already shows how their Relationship Managers use data-driven insights and advanced tech to deliver personalized strategies. But the ASCEND Program takes it further, helping advisors become trusted partners who understand not just the numbers, but the dreams and ambitions behind every client’s financial plan.

The first phase kicked off with an intensive two-day training led by INSEAD faculty, and future phases will roll out digital modules on the latest trends in wealth management. It’s all part of UnionBank’s vision to redefine what it means to be a financial advisor—someone who’s always learning, always evolving, and always putting clients first.

By investing in its people and partnering with global leaders like INSEAD, UnionBank is setting a new standard for wealth advisory in the Philippines. It’s about more than just managing money—it’s about building relationships, empowering clients, and navigating the ever-changing financial landscape together.

So, whether you’re planning for your future or just curious about what’s next in banking, keep an eye on UnionBank. They’re proving that the best financial advice comes from advisors who never stop growing—and who genuinely care about helping you reach your goals. 

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