Tag: Client Advisor
What is a Relationship Manager?
What is a Relationship Manager?
As the name speaks for itself, Relationship Managers represent the bank or financial institution and manage relationships with clients.
In Wealth...
Should you build a Career in Mass Market, Affluent, HNW or...
Should you build a Career in Mass Market, Affluent, HNW or UHNW?
For many aspiring and existing wealth professionals, career decisions tend to be focused on career trends,...
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...
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,...
Legendary Advisor: Peter Lim
Who is Peter Lim?
Peter Lim is successful multi-billionaire from Singapore. According to Forbes 2014 , he is worth USD 2.35 Billion. He owns many investments including substantial...
