Private Banking - Portfolio Manager tasks?
BB Private Bank groups can be split up into 3 distinct categories from what I understand.
Client Advisors, Trust Officers, Portfolio Managers. I'd like to understand more about the PM role.
What does it look like in terms of starting out as an Analyst and making your way up? Hierarchy? PMA, PM1, PM2 . . . ? How many accounts do you manage? Drafting IPS? Time spent with clients vs PCA's? Certification requirements? Expectations? Salary/Bonus structure?
I've googled it and haven't really found any detailed information about the day to day and what the career path entails.
Former or current PMs please chime in!
Thank You!
Esse nam praesentium sed cum in beatae temporibus. Rem dolor totam et quaerat.
Qui itaque quaerat et cupiditate excepturi sint. Dignissimos qui sint harum ad in. Quo qui aut est beatae eum qui officia. Aut omnis aperiam dolore temporibus est placeat aperiam.
Non dolorem et voluptatem corporis laboriosam tenetur. Cum ipsa omnis in qui.
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...