Wealth Management is often associated with investments such as stocks, bonds or real estate. These are the “returns, income, growth” aspects of Wealth Management. In other words, investments seek to gain or generate more money in the future.
Wealth Management is fortunately more than just returns. It is also understanding the risks. Sometimes investments do crash, or the breadwinner of the family fall seriously ill and die unexpectedly. Wealth Management allow us to prepare for such unfortunate events. Managing such risks through Asset Management, Insurance & Risk Management can reduce the financial, emotional and administrative burden for oneself, family and business associates.
What are the areas in Wealth Management?
There are many areas within Wealth Management. Below is a list of Wealth Management functions.
Financial Advisory
Investments Services
Financial Services
Fund Management or Portfolio Management
Asset Management
Custodian Services
Trust Services
Estate Planning
Tax Services
Banking
Insurance
Brokerage
Trading
Where can I start as a Wealth Manager?
You can be a Wealth Manager in Banking, Insurance Agencies, Independent Financial Advisory Companies, Stock Brokerages and Asset Management Companies.
In Wealth Management, you can be the wealth manager who is directly responsible to communicating with clients and discussing about wealth management. Examples: Personal Banker, Private Banker, Financial Planner
You can also be providing wealth management expertise to the wealth manager and the client. Examples: Investment advisor, treasury advisor, assistant relationship manager.
Other than directly advising the clients, there will be many support services such as products, marketing, operational, administrative and channel relationship roles.
There are many job titles. In Banking, Wealth Managers can also be called Personal Banker, Personal Financial Consultant, Priority Banker, Private Banker, Client Advisor and many more. Discover the job titles here.
“Finding the best person or the best organization to invest your money is one of the most important financial decisions you’ll ever make”
~ Bill Gross
Related Pages
Overview– An quick glance on Wealth Management, the Wealth Management Industry and key things to know
Investment 101 – A quick guide about investments. Covering traditional asset classes such as equities & bonds, basic financial and economic knowledge, and more
Sales 101 – Having the best product or knowledge is useless unless you are able to communicate the solutions well. Learn about how to sell financial products quickly.
Abbreviations – Ever wonder what is RM, PB, IA, KYC, IRQ, UT, FED, TT? We got them covered here.
Jargons – Alpha, Beta, Delta, Unit Trust, Equities, Debts, Fixed Income, Inflation, Rate Hike, Hedge, Options. Confused? We are building up.
Personal Title– Did you ever greet a person by Miss or Mdm? Dr. or Prof? Sometimes Datuk, Bapak, Ibu? Find out more here.
Banks in Asia– All the major banks you can find in Asia.
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Forbes
The Edge
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Online
Bloomberg
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CNBC
Investopedia
Google Finance
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Bloomberg
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Coming Soon
What is Personal Banking
What is Priority Banking
What is Private Banking
What is Financial Advisory
Banking vs Non-Banking
Mass Affluent vs High Net Worth
The History of Wealth Management
The Interview Process
The Financial Sales Job
Wealth Management Banking Career Path
Wealth Management Banking FAQ
Salary, Bonuses, Commission and more
Training, Education & Certification
Lists of Banks
Job Titles Explained
Banking vs Non-banking Advisory
Financial Advisory vs Trading
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