Tag: Wealth Management
Reality Check II: So you got your new job as...
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...
What does a Relationship Manager Do?
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...
Are you Behind Sales Target at the end of August?
Are you Behind Sales Target at the end of August?
A Slow August
It is by no coincidence that many Personal Bankers take a much needed...
Career 101: Financial Institution
Career 101: Financial Institution
Now you know a little bit more about the wealth management and financial industry in Singapore, which is pretty big, you...
Career 101: Overview
Career 101: Overview
How is the wealth management industry like? Is the industry managing millions or billions of dollars? How many people are there in the industry?...
Career 101: Getting Started
Career 101: Getting Started
Taking the first step into Wealth Management is exciting. But getting started is often confusing. There are so many options to select...
What Wealth Managers in Singapore Struggle with?
What Wealth Managers in Singapore Struggle with?
No. 1 - Compliance
Since the collapse of Lehman Brothers in 2008, global regulations on banking had intensified. Basel...
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...
7 Top Global Accreditations for Wealth Management
CFA
Chartered Financial Analyst
Coverage: Investment Management, Financial Analysis, Stocks, Bonds, Derivatives
Awarded by: CFA Institute
Origin: United States
Members: 120,000 (2014)
To be awarded the CFA charter, the candidate...
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,...
