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Should You Be a Wealth or Investment Professional?

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Should You Be a Wealth or Investment Professional? Both Wealth Management and Investment Management are highly specialised areas in the financial industry.  Although many enter into...

What is an Investment Advisor?

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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 become a Private Banker?

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How do you become a Private Banker? To be a Private Banker, you will need a book size of $100 Million to $300 Million.  The book...

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 a Priority Banker?

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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...

10 Popular Job Titles in Wealth Management

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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,...

5 Types of Financial Institutions to Join as a Wealth Manager

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5 Types of Financial Institution to Join as a Wealth Manager   1. Banks The banking industry in Singapore takes in more than one thousand new wealth...

5 Wealth Management Jobs where you get to Trade often

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5 Wealth Management Jobs where you get to Trade often   No. 1 Stock Broker / Dealer / Remisier The Broker gets to buy & sell stocks...