What does a Relationship Manager Do?

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What does a Relationship Manager Do? Ever wonder what a Relationship Manager does in the bank?  Or you have lost track of what you were...

2015 Top 50 Richest List for Singapore & Malaysia

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2015 Top 50 Richest List for Singapore & Malaysia Forbes has published the richest list for 2015 Singapore & Malaysia.  Great talking points with clients.   Singapore...

Are you Behind Sales Target at the end of August?

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Are you Behind Sales Target at the end of August? A Slow August It is by no coincidence that many Personal Bankers take a much needed...

3 Hot Tips for Personal Bankers in September

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3 Hot Tips for Personal Bankers in September September is the most important month of the year.  It is the beginning of the final lap...

Career 101: Financial Institution

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Career 101: Financial Institution Now you know a little bit more about the wealth management and financial industry in Singapore, which is pretty big, you...

Career 101: Overview

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Career 101: Overview How is the wealth management industry like?  Is the industry managing millions or billions of dollars?  How many people are there in the industry?...

Career 101: Getting Started

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Career 101: Getting Started Taking the first step into Wealth Management is exciting.  But getting started is often confusing.  There are so many options to select...

8 Reasons Why Building a Portfolio is Tough in Asia

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Why building a Portfolio is tough in Asia. Portfolio Diversification – Is a Difficult Task Diversification in portfolio management is important. The modern portfolio theory says...

35 Leading Fund Management Firms in Singapore

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Aberdeen Asset Management Founders: Martin Gilbert, Ronnie Scott and George Robb Founded: 1983 Origin: Aberdeen, Scotland No. of Employees: Over 2,700 AUM: USD 483.3 billion     Alliance Bernstein Founders: Zalman Chaim Bernstein (Sanford Bernstein)...

Top 2 Products to build a Strong Relationship with Clients in Retail Banking

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Top 2 Products to build a Strong Relationship with Clients in Retail Banking Ever wonder which is the best investment product to start talking to customers...