12 Reasons why most clients do not give Private Banker AUM within 6 Months
12 Reasons why most clients do not give Private Banker AUM in 6 Months
Assets Under Management (AUM), Portfolio, Book Size are synonymous to Private...
What is an Independent Financial Advisor?
What is an Independent Financial Advisor?
An Independent Financial Advisor (IFA) provides independent financial advice to clients. In an Independent Financial Advisory Firm, they rarely...
10 Traits That Make a Great External Wealth Manager
10 Traits That Make a Great External Wealth Manager
By Steve Knabl Chief Operating Officer & Managing Partner, Swiss-Asia Holding
Original Article on Linkedin | Published 31st May 2016
Finding a good...
5 Reasons why being a Wealth Manager is one of the Best Job to...
5 Reasons why being a Wealth Manager is one of the Best Job to be in
Ever wanted to wake up in the morning, have...
Why More than 50% of Personal Bankers Quit in 9 Months
Why More than 50% of Personal Bankers Quit in 9 Months
Becoming a Personal Banker is a good career for many new graduates. You get...
Why more than 50% of Priority Bankers Quit in 15 Months
Why more than 50% of Priority Bankers Quit in 15 Months
50% of Personal Bankers quit in 9 months. Into banking and into the global...
What do you do after Personal Banking?
What do you do after Personal Banking?
If you like what you are doing as a Personal Banker, the next career move could be a Priority...
What is a Priority Banker?
What is a Priority Banker?
A Priority Banker provides banking and financial advice to affluent clients. In most banks, an affluent client is defined by...
3 Secrets What Top Wealth Managers Do Everyday
3 Secrets What Top Wealth Managers Do Everyday
If you had been struggling as a Wealth Manager for many years, are you doing what everyone else is...
10 Popular Job Titles in Wealth Management
Personal Banker
A Personal Banker provides financial advice in a bank. He/She is a junior wealth manager providing financial services to retail customers.
Expertise: Banking, Wealth Management, Investments,...
