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...
What are the challenges of an Investment Advisor?
What are the challenges of an Investment Advisor?
From spotting the next biggest Initial Public Offerings (IPO) to anticipating the next financial crisis, Investment Advisors...
What is a Relationship Manager?
What is a Relationship Manager?
As the name speaks for itself, Relationship Managers represent the bank or financial institution and manage relationships with clients.
In Wealth...
7 Shocks for Advisors When You Get Your Financial Advisor License
7 Shocks for Advisors When You Get Your Financial Advisor License
Are you a new wealth manager or financial advisor? Did you just receive your financial...
12 Top Career Options for Private Bankers
12 Top Career Options for Private Bankers
Working for the rich and famous is lucrative and sometimes glamorous, but never easy. Similarly, Private Banking had...
How do you become a Private Banker?
How do you become a Private Banker?
To be a Private Banker, you will need a book size of $100 Million to $300 Million. The book...
What is a Private Banker?
What is a Private Banker?
A Private Banker provides banking and financial advice to High Net-worth clients. In most private banks, a private banking client...
Should You Give Portfolio, Investments or Stock Advice?
Should You Give Portfolio, Investments or Stock Advice?
Between earning 5% returns on a portfolio and 50% stocks such as Apple or Alibaba, your conversation...
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,...
Which Financial Products Are Portable?
Which Financial Products Are Portable?
As a Financial Advisor or Wealth Manager, one of your most important task is to look after your clients' assets.
This means you will...
