12 Reasons why most clients do not give Private Banker AUM within 6 Months

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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?

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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

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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...

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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

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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

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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?

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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?

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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

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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

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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,...