Tag: Bonds
8 Reasons why customers don’t understand the value of Wealth Managers
8 Reasons why Customers don't understand the value of Wealth Managers
How often do you hear from customers:
"Your fees are too expensive, your rates are not...
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...
10 Reasons Why Unit Trust Can Help to Build a Strong...
10 Reasons Why Unit Trust Can Help to Build a Strong Relationship With Clients
No.1 You get to Engage Clients Anytime
You are able to discuss...
8 Reasons Why Dual Currency Can Help to Build a Strong...
8 Reasons Why Dual Currency Can Help to Build a Strong Relationship With Clients
No. 1 You get to Engage Clients Anytime, 24 Hours a...
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 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...
20 Traders Who Lost More than a Billion
Lost USD 9 Billion in Credit Default Swaps
Year: 2008
Trader: Howie Hubler
Company: Morgan Stanley
Lost USD 7.22 Billion in European Index Futures
Year: 2008
Trader: Jerome Kerviel
Company: Societe Generale
Lost USD 6.69...
7 Key Investment Products in Personal Banking
7 Key Investment Products in Personal Banking
With many asset classes and investment products such as Equities, Bonds, Fixed Income, Unit Trust, Insurance and lots...
What is a Personal Banker?
What is a Personal Banker?
Personal Banker is one of the hottest jobs in banking & wealth management since 2005 in Singapore. Apart from being...
