Tag: Relationship Managers
How do you become a Treasury Specialist?
How do you become a Treasury Specialist?
A Treasury Specialist needs to have strong knowledge in Treasury products such as Foreign Exchange, Interests Rates, Gold, Swaps, Options...
What does an Investment Advisor do?
What does an Investment Advisor do?
No. 1 Investment & Portfolio Advisory
An Investment Advisor main responsibility is to provide Investment & Portfolio Advisory to clients and...
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...
Top 2 Products to build a Strong Relationship with Clients in...
Top 2 Products to build a Strong Relationship with Clients in Retail Banking
Ever wonder which is the best investment product to start talking to customers...
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,...
