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?
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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
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