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What is a Relationship Manager?

What is a Relationship Manager? As the name speaks for itself, Relationship Managers represent the bank or financial institution and manage relationships with clients. In Wealth...

Should you build a Career in Mass Market, Affluent, HNW or...

Should you build a Career in Mass Market, Affluent, HNW or UHNW? For many aspiring and existing wealth professionals, career decisions tend to be focused on career trends,...

Where can you start as a Wealth Manager in Banking?

Where can you start as a Wealth Manager in Banking? Banking Joining the bank is a lucrative and glamorous career after graduation. The names of JP...

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...

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,...

Legendary Advisor: Peter Lim

Who is Peter Lim? Peter Lim is successful multi-billionaire from Singapore. According to Forbes 2014 , he is worth USD 2.35 Billion. He owns many investments including substantial...