Tag: Portfolio
How do you become a Priority Banker?
How do you become a Priority Banker?
Becoming a Priority Banker isn’t easy, compared to getting into banks as a Personal Banker. Most Priority Bankers started...
How to survive as a Priority Banker?
How to survive as a Priority Banker?
50% of Priority Bankers quit in 15 months. The biggest reason? The quality of portfolio.
50% of Priority Bankers...
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...
How do you Succeed as a Personal Banker? Part 2
How do you Succeed as a Personal Banker? Part 2
Continued from Part 1:
You already did
Recognise a Personal Banker has Junior Advisory Skills
...
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 I : So you got your new job...
Reality Check I: So you got your new job as a Relationship Manager. What is next?
No. 1 How long would you really be staying...
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...
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...
8 Reasons Why Building a Portfolio is Tough in Asia
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...
