Tag: Assets under Management
10 Questions Every Client Will Ask Every Year-End
10 Questions Every Client Will Ask Every Year End
For most in the financial industry, the year-end means reconciliation, reviewing and reporting. For the deal-makers, the year-end...
How do You Identify a Good Investment Manager?
How do You Identify a Good Investment Manager?
It is difficult to find reputable and quality Investment Managers. There are thousands of Global Fund Managers,...
7 Shocking Deals that shake-up Private Banking in Asia
7 Shocking Deals that shake-up Private Banking in Asia
Since the global financial crisis of 2008, banks had gone through many mergers, acquisitions, split-ups and some...
5 Dream Jobs of New Graduates in the Financial Industry
5 Dream Jobs of New Graduates in the Financial Industry
Big dreams and fresh out of colleges and universities, many graduates are looking for their...
Protected: How to succeed as a Private Banker
How to succeed as a Private Banker
Gone are the days whereby the Private Banker can be passively waiting for acquisition teams to get new...
Why 50% of Private Bankers Quit in 21 Months?
Why 50% of Private Bankers Quit in 21 Months?
Getting into Private Banking is tough. Getting to be a Private Banker is even tougher. But...
12 Reasons why most clients do not give Private Banker AUM...
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 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 become a Priority Banker?
How do you become a Priority Banker?
Becoming a Priority Banker isn’t easy, compared to getting into banks as a Personal Banker. Most Priority Bankers started...
What do you do after Personal Banking?
What do you do after Personal Banking?
If you like what you are doing as a Personal Banker, the next career move could be a Priority...
