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You should have assets around $3 million to $300 million or managing $20 million to $3 billion.
Is there Career Prospect as a Personal Banker?
Are you a fresh graduate or a few years in your career? Thinking about switching to the financial sector?
Getting into Investment Banking, Private Banking, Trading, Fund Management is not easy. These are the most sought after roles, and the “premium” jobs in the financial sector.
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It is not difficult to narrow your final choices to: Financial Advisor or Personal Banker. And it is even easier to choose between the two as being a Personal Banker just sounds more cool and prestigious than a Financial Advisor. After all, you are working in the bank.
So What Exactly is a Personal Banker?
” A Personal Banker provides financial advice to customers in the bank. The range of financial products include unit trust, bonds, equities, structured products, currencies, insurance-linked products, deposits and loans.
For example, a client steps into the bank with a sum of $50,000 and would like to earn some interests or returns, a Personal Banker will provide a range of financial products that is suitable for the client. ”
But is there career prospect as a Personal Banker?
Yes … maybe no. But many moved into the following:
Managing $20 million to $3 billion. Investing $3 million to $300 million.
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2024 Key Events
> The 2024 Investment Day Hong Kong – 4th Sept
> The 2024 Investment Day Singapore – 11th Sept
> The 2024 Family Office Summit Hong Kong – 16th Oct
> The 2024 Family Office Summit Singapore – 6th Nov