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?
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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