From wealth tech firms to PWM at larger FI
Is it a good start from doing a client advisor / sales in a wealth tech/ roboadvisor with clients of HNW (1m+) & family offices, and switching to larger PWM/ Private Banking?
Business major undergrad with a year of experience in Private Banking business risk & compliance.
thanks!!
Fugit fuga qui numquam quas perspiciatis vitae nemo quis. Ea quas tempore dolore assumenda deleniti quia hic aut.
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...