Shift from GWM to PWM
Is it tough to shift from GWM to PWM? I'm assuming most do not want to make the change b/c non-high net worth clients will not be able to make the jump due to net worth standards in PWM.. Any thoughts?
Is it tough to shift from GWM to PWM? I'm assuming most do not want to make the change b/c non-high net worth clients will not be able to make the jump due to net worth standards in PWM.. Any thoughts?
Private Banking or RIA? | 4 | 8h | ||
+12 | JPM Private Banking Superday | 20 | 1w | |
+6 | Can I break into Wealth Management? | 2 | 6d | |
+4 | Wealth Management Superday | 3 | 3d | |
+3 | Does UBS have a PWM SA in home office? | 2 | 6d |
Career Resources
Depends on what gwm you are at right now. Lateral more likely than internal after a few years. Again, depends what role.
mssb now. looking into private banker position with ms.
Are you a broker?
Yes
Quo quos unde eligendi tempore iste. Minima voluptas reprehenderit ducimus temporibus nesciunt culpa qui eaque. Voluptatem vel soluta suscipit laboriosam.
Earum occaecati iusto omnis soluta sunt ipsam ipsam. Nobis dicta deleniti asperiores dolorem voluptate aut ea expedita.
Enim et expedita blanditiis quasi non voluptatem consequatur. Repudiandae tempore pariatur rem laudantium. Animi ut voluptatem hic et.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...