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Introduction
A Priority Banker provides banking and financial advice to affluent clients. In most banks, an affluent client is defined by having more than $200,000 of investible assets (cash & investments) in the bank. The Priority Banker manages an assigned portfolio of clients (80 to 300 clients) This is dependent on the client base of the bank.
Frequently Asked Questions
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Related Pages
- Career – Everything you need to know about Career in Wealth Management.
- Job Titles – All the job titles in Wealth Management
- Salary – Salary guide. How much you will earn in different roles.