Tag: Investments
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...
What would a 21 years old do with $100,000?
What would a 21 years old do with $100,000?
20 years ago, students flying around on holidays are almost unheard of. Today, university students are...
Are you Behind Sales Target at the end of August?
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
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...
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...
What Wealth Managers in Singapore Struggle with?
What Wealth Managers in Singapore Struggle with?
No. 1 - Compliance
Since the collapse of Lehman Brothers in 2008, global regulations on banking had intensified. Basel...
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...
Top 30 Trading Terms
Top 30 Trading Terms
Do you know all these Trading Terms?
" The Trend is your Friend "
Jargons
1
Long
Buy
2
Short
Sell
3
Rally
Prices are going up or gone up
4
Tank
Came down /...
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...
