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,...
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...
12 Reasons why most clients do not give Private Banker AUM within 6 Months
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...
How do you find the right Private Bank?
How do you find the right Private Bank?
For Private Bankers, the biggest challenge is to find the right Private Bank. This is no easy...
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...
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...
14 Retail Banks Wealth Managers Can Join in Singapore
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:...
How do you become a Personal Banker?
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...
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...
How do you Succeed as a Personal Banker? Part 2
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
...
