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What is a Private Banker?

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What is a Private Banker? A Private Banker provides banking and financial advice to High Net-worth clients.  In most private banks, a private banking client...

How do you become a Priority Banker?

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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?

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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?

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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...

What is an Insurance Specialist?

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What is an Insurance Specialist? The name speaks for itself - An Insurance Specialist deals in insurance, ensuring risks is being managed.  In traditional wealth management,...

Reality Check I : So you got your new job...

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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...

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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...

Where can you start as a Wealth Manager in Banking?

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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 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...

14 Questions Personal Bankers Get Daily

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Why is your bank fixed deposit rate lower than other banks? Banking starts with deposits and that's where savings and emergency funds are placed in....