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About Priority Banker

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

• What is a Priority Banker?

• How do you become a Priority Banker?

• Why more than 50% of Priority Bankers quit in 15 months?

•  How do you survive as a Priority Banker?

Restricted Articles

• How do you succeed as a Priority Banker?

• 5 Stealthy but Astute ways to Excel as a Priority Banker?

More Coming Soon

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.