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,...

2015 Singapore Fund Management at a Glance

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2015 Singapore Fund Management at a Glance Unit Trust, Mutual Fund & Exchanged Traded Funds - these are increasingly popular investment instruments.  Without buying, selling or managing...

2015 Overview of the Financial Industry in Singapore

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2015 Overview of Financial Industry in Singapore Singapore – Global Financial Centre Singapore is a leading global financial centre alongside New York, London, Hong Kong, Tokyo...

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 ...

List of Regional Private Banks in Singapore

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ANZ Private Bank Founded: 1835 Origin: Australia Employees: 50,824 Website: ANZ Private Bank   Bank of China Private Bank Founded: 1912 Origin: China Employees: 308,128 Website:...

Bloomberg in 60 Seconds

Bloomberg in 60 Seconds Introduction Bloomberg powers the global financial market.  It is one of the world’s leading financial information & technology company. Bloomberg L.P. is a...

7 Key Investment Products in Personal Banking

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7 Key Investment Products in Personal Banking With many asset classes and investment products such as Equities, Bonds, Fixed Income, Unit Trust, Insurance and lots...

14 Retail Banks Wealth Managers Can Join in Singapore

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DBS Bank   Founded: 1968 Origin: Singapore Employees: 21,000 Wealth Management Services: Personal Banking, Priority Banking, Private Banking Note: POSB Bank is part of DBS Group Website: www.dbs.com.sg and www.posb.com.sg   OCBC Bank   Founded: 1932 Origin:...

7 Shocking Deals that shake-up Private Banking in Asia

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7 Shocking Deals that shake-up Private Banking in Asia Since the global financial crisis of 2008, banks had gone through many mergers, acquisitions, split-ups and some...

How do you become a Personal Banker?

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How do you become a Personal Banker? To become a Personal Banker, you can apply to the banks directly.  Alternatively, you can get a friend in...