Tag: Private Banker
The 6 people that make a Strong Wealth Management Team
The 6 people that make a Strong Wealth Management Team
The Pilot works with the Co-Pilot and the crew members (stewards and stewardess) while the Doctor works with the...
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...
How to survive as a Private Banker?
How to survive as a Private Banker?
Becoming a Private Banker is extremely difficult. The entry barriers are high. You need to have the network...
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...
What is a Private Banker?
What is a Private Banker?
A Private Banker provides banking and financial advice to High Net-worth clients. In most private banks, a private banking client...
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...
Reality Check I : So you got your new job...
Reality Check I: So you got your new job as a Relationship Manager. What is next?
No. 1 How long would you really be staying...
Reality Check II: So you got your new job as...
Reality Check II: So you got your new job as a Relationship Manager. What is next?
Part 1: Reality Check I
No. 6 Assuming they have...
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...