How do you get 25 mil clients in PWM/PB?
From what I read on this site, it seems that you are expected to obtain clients as an analyst or associate in PWM. If you are working at a BB that only takes extremely rich clients, how are you expected to do that? If someone is in the business (BB's or other respected places), can you inform me on how the system works?
Not true: you are expected to get clients in WM, in PWM you are supporting the financial advisors as an analyst. There is no such things as an analyst in WM. I have written a fair amount about this – track my comments; I or someone else in the thread probably answered your question(s).
at what level are you expected to bring in clients?
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