Home Tags Private Banker

Tag: Private Banker

Where Should You Work if Your Client Gives You $100 Million?

Where Should You Work if Your Client Gives You $100 Million? If you are lucky enough to have your client, dearest friend or family member deciding to give you...

Should You Be a Wealth or Investment Professional?

Should You Be a Wealth or Investment Professional? Both Wealth Management and Investment Management are highly specialised areas in the financial industry.  Although many enter into...

Top 10 Most Popular Videos in 2016

Top 10 Most Popular Videos in 2016 Which are the most watched videos in 2016?  Is it the Brexit or the Panama Paper?  Join as we recap...

Top 50 People Moves in 2016

Top 50 People Moves in 2016 For every Private Banker or Ultra High Networth (UHNW) Wealth Manager that makes a move, hundred of millions of assets...

8 Essential Skills to be a Top Wealth Manager

8 Essential Skills to be a Top Wealth Manager Every year, many enter into the Wealth Management industry, becoming Financial Advisors, Personal Bankers, Priority Bankers, Assistant...

How Valuable is Your Financial Advice?

How Valuable is Your Financial Advice? Is your financial advice valuable?  Would clients pay more for your advice?  Are you providing better advice than your...

When Should You Quit the Financial Industry?

When Should You Quit the Financial Industry? Have an interest in finance or investments?  You will likely be joining the financial industry. The hottest jobs includes...

Do You Have What It Takes to Be a Private Banker?

Do You Have What It Takes to Be a Private Banker? Length: 1 Minutes 50 Seconds Published on May 15, 2014 Private wealth management is one of the...

Should You Give Portfolio, Investments or Stock Advice?

Should You Give Portfolio, Investments or Stock Advice? Between earning 5% returns on a portfolio and 50% stocks such as Apple or Alibaba, your conversation...

How do you Develop your Career as a Wealth Manager?

How do you Develop your Career as a Wealth Manager? A Wealth Manager is a sensitive and serious profession.  Like doctors and lawyers, they are...