Tag: savings
How do you convince a hard-core deposit client to look at...
How do you convince a hard-core deposit client to look at Wealth Management Products?
For many Personal Bankers, Priority Bankers, Private Bankers and Wealth Managers,...
How do Wealth Managers Compete against Low Cost Providers?
How do Wealth Managers Compete against Low Cost Providers?
Low-cost online brokerages, self-directed financial products, and new wealth management providers offering promotions or low transaction fees...
What is Wealth Management?
What is Wealth Management?
What are the first words when Wealth Management comes to mind? Stocks, bonds, investments, insurance, portfolio management, money management and financial planning. Pockets...
The 6 people that make a Strong Wealth Management Team
The 6 people that make a Strong Wealth Management Team
The Pilot works with the Co-Pilot and the crew members (stewards and stewardess) while the Doctor works with the...
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...
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 Wealth Management has Become Important in Capital Markets
8 Reasons Why Wealth Management has Become Important in Capital Markets
To many, wealth management is a consumer-based business. Private Banking, Financial Planning, Portfolio Management,...
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...
14 Questions Personal Bankers Get Daily
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....
Singapore Bank Savings Interest Rate 30 Years History 1985 – 2015
Singapore Bank Savings Interest Rate 30 Years History
Period: 1985 - 2015
Key Observations:
1985 - 1990: Similar to most developing countries, Singapore had a high interest...
