Tag: Structured Products
What is a Relationship Manager?
What is a Relationship Manager?
As the name speaks for itself, Relationship Managers represent the bank or financial institution and manage relationships with clients.
In Wealth...
How do you Manage Clients during Financial Crisis & Market Downturn?
How do you Manage Clients during Financial Crisis & Market Downturn?
It is never good news for wealth & investment professionals during market downturn and financial...
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...
What is a Treasury Specialist?
What is a Treasury Specialist?
A Treasury Specialist provides treasury advice on foreign exchange and interest rates through spots, forwards and options to clients and...
What is an Investment Advisor?
What is an Investment Advisor?
An Investment advisor provides investment and portfolio advice and is the main source of financial market info and economic trends...
How do you Succeed as a Personal Banker? Part 1
How do you Succeed as a Personal Banker? Part 1
No.1 You already did.
You already did, if you are already a Personal Banker. You had...
10 Reasons Why Many Dislike Doing Financial Sales to Consumers
10 Reasons Why Many Dislike Doing Financial Sales to Consumers
Sales is not an easy job. Financial sales is even tougher. Since it involves numbers,...
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...
What is a Priority Banker?
What is a Priority Banker?
A Priority Banker provides banking and financial advice to affluent clients. In most banks, an affluent client is defined by...
A Fun Day in Wealth Management Sales
No. 1 - Introducing Products In Retail Banking
Typical Retail Wealth Management Products:
Insurance-Linked Products
Unit Trusts
Structured Products
Customer: I don’t like Insurance and I...
