How do you become a Priority Banker?

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How do you become a Priority Banker? Becoming a Priority Banker isn’t easy, compared to getting into banks as a Personal Banker.  Most Priority Bankers started...

How to survive as a Priority Banker?

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How to survive as a Priority Banker? 50% of Priority Bankers quit in 15 months.  The biggest reason?  The quality of portfolio. 50% of Priority Bankers...

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...

How do you Succeed as a Personal Banker? Part 1

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How do you Succeed as a Personal Banker? Part 1 No.1 You already did. You already did, if you are already a Personal Banker. You had...

How do you Succeed as a Personal Banker? Part 2

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How do you Succeed as a Personal Banker? Part 2 Continued from Part 1: You already did Recognise a Personal Banker has Junior Advisory Skills ...

What does a Relationship Manager Do?

What does a Relationship Manager Do? Ever wonder what a Relationship Manager does in the bank?  Or you have lost track of what you were...

14 Questions Personal Bankers Get Daily

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Why is your bank fixed deposit rate lower than other banks? Banking starts with deposits and that's where savings and emergency funds are placed in....

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...

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,...

How to survive as a Personal Banker?

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How to survive as a Personal Banker? 50% of Personal Banker quit in 9 months. That is disturbing statistics. After all the pain and glam of...