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...

Career 101: Getting Started

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Career 101: Getting Started Taking the first step into Wealth Management is exciting.  But getting started is often confusing.  There are so many options to select...

How do you become a Private Banker?

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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...

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...

Should You Be a Wealth or Investment Professional?

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Should You Be a Wealth or Investment Professional? Both Wealth Management and Investment Management are highly specialised areas in the financial industry.  Although many enter into...

5 Wealth Management Jobs where you get to Trade often

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5 Wealth Management Jobs where you get to Trade often   No. 1 Stock Broker / Dealer / Remisier The Broker gets to buy & sell stocks...

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...

10 Dangers Wealth Managers Face in their Career

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10 Dangers Wealth Managers Face in their Career When the economy is booming and income is rising, like stockbrokers and real estate specialists, wealth managers manage...

Do You Have What It Takes to Be a Private Banker?

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Do You Have What It Takes to Be a Private Banker? Length: 1 Minutes 50 Seconds Published on May 15, 2014 Private wealth management is one of the...

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...