AMA: 3rd Year Private Bank Analyst

MileHighMonkey's picture
Rank: Baboon | 165

Monkeys,

I haven't posted much on here, but I've been a lurker for some time and have been helped out by many of your posts. I now hope to return the favor and give some insight into the private bank/wealth management world with this AMA.

Some background:
I went to a target university and have been in a bulge bracket private bank for 3 years now, including an internship. I am up for promotion but have accepted an offer at another firm (aviation finance) and will be starting in a few weeks.

Hit me with some Qs.