Tag: Customers
How to survive as a Priority Banker?
How to survive as a Priority Banker? 50% of Priority Bankers quit in 15 months. The biggest reason? The quality of portfolio. 50% of Priority Bankers...
How do you Succeed as a Personal Banker? Part 1
How do you Succeed as a Personal Banker? Part 1 No.1 You already did. You already did, if you are already a Personal Banker. You had...
How do you Succeed as a Personal Banker? Part 2
How do you Succeed as a Personal Banker? Part 2 Continued from Part 1: You already did Recognise a Personal Banker has Junior Advisory Skills ...
What Wealth Managers in Singapore Struggle with?
What Wealth Managers in Singapore Struggle with? No. 1 - Compliance Since the collapse of Lehman Brothers in 2008, global regulations on banking had intensified. Basel...
A Fun Day in Wealth Management Sales
No. 1 - Introducing Products In Retail Banking Typical Retail Wealth Management Products: Insurance-Linked Products Unit Trusts Structured Products Customer: I don’t like Insurance and I...
How to survive as a Personal Banker?
How to survive as a Personal Banker? 50% of Personal Banker quit in 9 months. That is disturbing statistics. After all the pain and glam of...
