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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...

What is an Investment Advisor?

What is an Investment Advisor? An Investment advisor provides investment and portfolio advice and is the main source of financial market info and economic trends...

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 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...

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,...

5 Types of Financial Institutions to Join as a Wealth Manager

5 Types of Financial Institution to Join as a Wealth Manager   1. Banks The banking industry in Singapore takes in more than one thousand new wealth...

5 Wealth Management Jobs where you get to Trade often

5 Wealth Management Jobs where you get to Trade often   No. 1 Stock Broker / Dealer / Remisier The Broker gets to buy & sell stocks...