1. Search Results

  2. General Questions About Private Banking

    Hi, I am an undergraduate student considering going into Private Banking. So far there seems to be a dearth of information about that field scattered throughout the site. Here are my questions, I would appreciate if someone could answer them. ...

    50 comments - 1 silver bananas - Feb 21 2017 - 11:12am -

  3. Switching from Private Banking to Investment Banking

    Hello, First time poster. How hard would it be to switch from the private banking ultra high net worth division of a BB to the investment banking division? Is it doable? I have used the search function for this question but I have not found any clear answ ...

    55 comments - 0 silver bananas - Feb 9 2017 - 5:12pm -

  4. Private Banking (ultra high-net worth wealth management). What can you tell me about it?

    I'm looking into a Private Banking Analyst position at J.P. Morgan. I'm a senior at a semi-target, and I've worked in PWM before. I'm curious to know:-How does private banking differ from general wealth management (besides just the pur ...

    38 comments - 2 silver bananas - Mar 21 2017 - 8:37pm -

  5. JP Morgan Private Banking SuperDay

    Has anyone attended a superday for Private Banking at JP Morgan? I have one coming up and would greatly appreciate any help.-Questions asked?-How many interviews?-Which location? Thank you in advance. Superday private banking ...

    32 comments - 0 silver bananas - Nov 8 2016 - 3:48pm -

  6. PWM vs P-Banking

    Is PWM or Private Banking more prestige in terms of pay and experiences? Which BB is the best in each field. PWM private banking ...

    17 comments - 0 silver bananas - Mar 10 2017 - 5:50pm -

  7. Breaking out of consulting into PWM

    Hey y'all!! I wanted to ask about breaking out of management consulting in the financial services industry, and transitioning into a private wealth management/ private banking role. Generally on my background: *Consulting sales experience *Solid netw ...

    7 comments - 1 silver bananas - Oct 13 2017 - 12:17pm -

  8. Private Wealth Management/Private Banking Guide for Associates

    Once and for all- Here is the best guidebook I can give you for PWM / PB at the Associate level. Enjoy and show me some love... 1.1 What is Private Wealth Management? 1.2 Who is a High Net Worth Investor? 1.3 Industry Today 1.4 Career Paths within Private ...

    17 comments - 21 silver bananas - Mar 16 2013 - 12:08am -

  9. Private Banking Analyst Attire?

    What are analysts expected to wear on a daily basis in PB? Obviously if you are in front of clients you would be in a suit but are the entry-level positions also suiting up each day? Question mainly for the New York offices. Thanks. private banking ...

    15 comments - 0 silver bananas - Dec 28 2012 - 11:39pm -

  10. PB shops with PE funds

    Hey guys- I am looking at banks with PB functions (so think MS/ GS / Citi /Boutique PB) that also raise Private Equity funds. Would the PE fund be considered an investment manager from an operational standpoint? Investment Advisors in PB typically recomme ...

    10 comments - 0 silver bananas - May 3 2016 - 3:25pm -

  11. Private Banking- Goldman vs. Credit Suisse vs. JPMorgan

    I'm currently pursuing a career in Private Banking and would like to hear any insights into the associate programs at Goldman vs. CS vs. JP.- Compensation Structure- Nature of the role- Hours- Lateral Mobility- Culture- Reputation- Outlook private ba ...

    13 comments - 0 silver bananas - Feb 7 2014 - 4:25pm -

  12. Private Banking- What is Comp at VP+

    It seems like PB entry level comp is in-line with other careers in finance (no need to tell me it is not as high as IB etc.). What do the VP+ levels make? From my point of view, I do not see why they would start an analyst at 70k + 10k bonus, and pay a VP ...

    15 comments - 0 silver bananas - Mar 5 2011 - 11:58am -

  13. JP Morgan Asia Private Banking 2012

    Has anyone heard back from them for the 2012 full time analyst position after the final round interview? jpm private banking Hong Kong ...

    12 comments - 3 silver bananas - Jan 17 2012 - 3:37am -

  14. Offer to apprentice as HNW asset manager, $2B aum

    So this is kind of old school. I'm currently a consultant (3yrs out of college) performing macro analysis for capital markets and corporate strat guys. My fiance's father is a BB wealth manager in NY, generally managing ultra-high net worth fami ...

    12 comments - 0 silver bananas - May 12 2010 - 1:36pm -

  15. Advice for new upcoming PB Analyst at JPM

    Hi Guys, So I've received an offer for the PB Analyst program at JPM. As you can imagine, I am unbelievably happy and nervous about this new chapter in my life. I was wondering if anyone on this forum could give me some personal experience stories an ...

    10 comments - 0 silver bananas - Jun 15 2013 - 12:54pm -

  16. GS PWM or JPM PB

    Offers at both. Associate level. Very different business models. Would like to kick it old school and give everybody a chance to comment. Which to choose? rank associate private banking private wealth ...

    11 comments - 0 silver bananas - Jan 4 2012 - 7:47pm -

  17. How exactly does one get into private banking?

    Hi all, As a Junior I'm a little confused as to how one gets into private banking. This past summer (sophomore summer) I did an internship at a private wealth management firm. To clarify, a small firm that managed around 120MM with client portfolios ...

    9 comments - 1 silver bananas - Nov 8 2016 - 3:51pm -

  18. Looking for Advice: Banking SA to Asset Management Full Time

    I just started my internship in corporate/investment banking at a MM in NY and although its early, I don't believe this is the right path for me. I've started looking into for full-time roles in asset managementas I like the structure of these p ...

    7 comments - 1 silver bananas - May 30 2016 - 1:21pm -

  19. Why is ER starting salary less than Private Banking, although it seems that ER gives better Exit Opps?

    Hi guys, Two of my friends accepted SA positions with Fidelity ER and JP Morgan PB, therefore they know now that they starting analyst salary would be 38.5k pounds for Fidelity and 50k for JP (the salary just got increased from 45k to 50k). So I am a bit ...

    7 comments - 0 silver bananas - Mar 31 2015 - 11:05am -

  20. Private Banking Relationship Manager Questions

    Hey guys, I'm interested in looking into a Sales related career. I think that I would have the qualities to succeed in a sales-type position and I think that talking to people seems a hell of a lot more interesting than looking at charts and numbers ...

    8 comments - 0 silver bananas - Sep 12 2012 - 10:40pm -

  21. Recommended PWM & PB Information

    Can anybody direct me towards any good threads on here or outside sources on PWM & PB career paths and other general information and discussions? I've read alot of threads on here but the information seems pretty limited since its mostly IB on he ...

    7 comments - 0 silver bananas - Aug 23 2014 - 12:58pm -

  22. JPM Private Banking- Opinions?

    Does anyone have an opinion on JP Morgan 's summer analyst program for private banking? More specifically- Which groups are the most desirable to be in? What are the hours/lifestlye/culture of the NY office? Is this a good place to start a career (co ...

    7 comments - 0 silver bananas - Apr 22 2016 - 8:58am -

  23. JPM PWM vs. PB Comp

    Curious as to the differences in pay between the two groups. Obviously the clients are more sophisticated for the PB, but is there a real difference between analyst compensation? Does anyone know what the base is? I've seen 60 and I've also seen ...

    8 comments - 0 silver bananas - Sep 13 2011 - 1:30am -

  24. Private banking PB

    Hi, I'm still a student and I realize that IB and S&T weren't for me, I'm not interested in pushing 18h a day or to have my balls on the table. I became more and more interested in Private banking thanks to this forum but I would like t ...

    8 comments - 0 silver bananas - Aug 27 2011 - 12:52pm -

  25. Reputable Private Banks? + Questions for Canadians

    I was wondering if someone could provide me with a list of the most reputable private banks in the US and in Canada? I have been doing a lot of research, but am having a hard time differentiating between something like JP Morgan PB and Goldman Sachs PWM. ...

    6 comments - 0 silver bananas - Jun 13 2015 - 12:17am -

  26. Should I bring work I've written (on my own time) regarding the markets to my interview for Private Banking?

    Hi guys: I write (for myself) market recap newsletters covering overall market conditions and news for fun (pathetic... I know). Is this something that I should bring to my private banking interview? Thank you! interview analyst private banking pb asset m ...

    7 comments - 0 silver bananas - May 22 2013 - 4:14pm -

  27. Internship- BlackRock PMG or PWM at a BB IB?

    Offered internship positions- BlackRock portfolio management or Private Wealth Management at a bulge bracket investment bank? private banking BlackRock ...

    7 comments - 0 silver bananas - Feb 26 2012 - 7:01pm -

  28. Email Invitation: JP Morgan PB Analyst Interview-- already interviewed???

    Hi guys, I received an email from JP with the aforementioned subject inviting me to an on-site 1 hour interview. My question is the following: I have already interviewed with the entire team at this location for the role under consideration, so is there a ...

    6 comments - 0 silver bananas - May 16 2015 - 5:02pm -

  29. Credit Suisse Private Banking- Interviewing for a position

    I'm interviewing for a position with Credit Suisse in private banking this week in Philadelphia. Have any of you interviewed/worked there? Is the interview technical or is it more of a personality fit? Thanks! private banking ...

    6 comments - 0 silver bananas - Apr 19 2016 - 4:18pm -

  30. J.P. Morgan PB Analyst off-cycle interview and position

    Hi guys: I received an email from J.P. Morgan inviting me to a 1st round phone interview this week. My question is, what does it mean that this position is "off-cycle"? Does this mean the hiring process will be faster than a regular "in-cyc ...

    6 comments - 0 silver bananas - Mar 13 2013 - 10:40pm -

  31. MO PB?

    I have a SA position at a BB. Just got my placement as MO PB. This good? Im guessing its alot better than other areas in operations? private banking ...

    6 comments - 0 silver bananas - May 21 2012 - 12:16pm -

  32. JPM Private Banking VS GS PWM (SA Position)

    Hi guys, looking for some external advise regarding this very important career choice that I have to make pretty soon. I have received offers for both JPM Private Banking VS GS PWM (SA Position) and I am having a little trouble deciding. Essentially the c ...

    6 comments - 0 silver bananas - Jul 31 2012 - 9:41pm -

  33. Tech Corp Finance vs. P-Banking Analyst

    After graduation, I have an opportunity to work at a top tech company (think Yahoo, Microsoft, Amazon) in a financial analyst role. I also have to opportunity to work as a Private Banking analyst for a BB. My goal is to get into a top 10 MBA. Ceteris pari ...

    6 comments - 0 silver bananas - Mar 5 2012 - 2:47pm -

  34. Time sensitive, offer help

          In a bind here: Offer 1: Top private banking analyst program Pros: Great firm, great salary for wm/pb Cons: experience, exit opps questionable Offer 2: Mid-tier investment bank analyst program Pros: better experience, better exit opps ...

    6 comments - 0 silver bananas - Oct 27 2009 - 11:40pm -

  35. Investment Consulting vs PB/PWM: Which has better exit opps, better regarded

    Hi there, I am currently looking at a few offers for this upcoming year and I think they're all great opportunities. Personally, if I were to stay within finance as a long term career, I would be interested in being in a sales or fundraising type of ...

    4 comments - 0 silver bananas - Nov 6 2016 - 3:41pm -

  36. Which is easier to get? Asset Management vs Private Banking

    Hello, I am in the middle of internship applications and I would need some advice. I am interested in an internship in Private Banking but I am afraid it might be harder to get into than Asset Management. I am currently applying to Credit Suisse, which of ...

    5 comments - 0 silver bananas - Oct 1 2012 - 4:09pm -

  37. late in the game for PWM?

    hey everyone, I just joined wall street oasis but I've been reading about ibanking and pwm on this website quite a lot in the last few weeks. I'm currently a junior double majoring in economics and political science at a semi-target looking to g ...

    5 comments - 0 silver bananas - Feb 6 2011 - 11:42pm -

  38. Private Banking- Very passionate about the business

    I am starting a Private Banking internship in a few weeks at Credit Suisse,in NYC, for the fall semester. I know most posts about Private Banking, PWM or what have you are mostly about freshman summer internships or just resume fillers but this however is ...

    4 comments - 0 silver bananas - Apr 23 2016 - 8:56pm -

  39. Private Banking Interview- Analyst position

    Hey guys I got an interview in the coming weeks at Citi 's Private banking group for an analyst position. I have a few questions about the position and the group, thanks in advance for the insight. 1) Has anyone gone through one of these interview, i ...

    4 comments - 0 silver bananas - Apr 23 2016 - 8:57pm -

  40. First tier Private Banking v.s Second Tier Consulting

    I wanna do banking, but just not sure what exit oppo will PB provide. private banking business consulting ...

    4 comments - 0 silver bananas - Mar 20 2014 - 2:11pm -

  41. Global Asset Management Analyst Training Program @ JP Morgan

    Hi guys! Does anyone know what the "Global Asset Management Analyst Training Program" for new Private Banking Analyst at JP Morgan consists of? I am curious to know whether or not any of you monkeys have had the opportunity to participate in thi ...

    4 comments - 0 silver bananas - Jun 12 2013 - 3:39pm -

  42. Received an email from J.P. Morgan: "Invitation: JP Morgan PB Analyst Interview"-- but already interviewed?

    Hi guys, I received an email from JP with the aforementioned subject inviting me to an on-site 1 hour interview. My question is the following: I have already interviewed with the entire team at this location for the role under consideration, so is there a ...

    4 comments - 0 silver bananas - May 21 2013 - 8:44pm -

  43. Desperately in need of advice and suggestions for my resume!

    Hi guys: I'd like to see if anyone on this forum could give me advice and suggestions regarding my resume. Cheers, P! IB resume private banking opinions pb financial analysis ...

    4 comments - 0 silver bananas - Apr 2 2013 - 11:02pm -

  44. Private Banking Recruiters / Head Hunters?

    Does anyone have a list of head hunters / recruiters for private banking? I have found few roles advertised for analyst / associate roles apart from JP Morgan PB. Are these positions all filled through referrals or from MBA / undergrad recruiting? Recruit ...

    4 comments - 0 silver bananas - Mar 27 2013 - 9:01pm -

  45. Private Banking/Asset Management in London?

    Hello, I'm a graduating senior at a US target school, and I'm interested in learning more about private banking / AM opportunities in London... noticed that most of the firms I am applying to have deadlines coming up in a week or two, but do fir ...

    4 comments - 0 silver bananas - Oct 8 2012 - 12:24am -

  46. CFP Designation For Private Banking/Asset Management

    Anyone able to speak on how useful or weighted this is for elite pwm / private banking jobs including the ones that involve the portfolio management side of things? is it only useful for the 'sales'? thanks private banking CFP ...

    4 comments - 0 silver bananas - Sep 21 2012 - 12:45pm -

  47. Private Banking at BB few questions

    This summer i am doing an internship at a BB in new york city in the private banking department and had a couple of questions I was hoping some guys could answer. Firstly, are there multiple career paths in private banking, or does it normally follow the ...

    4 comments - 0 silver bananas - May 10 2011 - 2:31am -

  48. Who's got the best Private Banking division on Wall Street?

    If anyone is familiar with the industry, who are the top firms? private banking ...

    4 comments - 0 silver bananas - Nov 15 2010 - 7:38pm -

  49. Bad Advise?

    Fortunes come and go, but the lessons you learn last forever....and are worth more than their weight in gold. Disagree? Discuss Investment Banking IB energy sales options stocks BB trade private banking bonds private bank ...

    4 comments - 0 silver bananas - Apr 22 2010 - 10:38pm -

  50. Advice Request- Career track in private wealth/ private banking

    Advice request-what to do next: I currently work for the Wealth Management unit for a one of the biggest Swiss Banks. My position supports two advisors who in total manage approximately $450M. Went undergrad to a well respected private college majoring in ...

    3 comments - 0 silver bananas - Sep 24 2014 - 7:48am -

  51. Mutual Fund- PWM? PB? AM?

    Hi, I am interested in a position in the NY office of a private client division of a major mutual fund company (Fidelity/Blackrock/Neuberger/PIMCO/MFS etc.) This is not a position in retail, I would handle customized portfolio management and some client s ...

    3 comments - 0 silver bananas - Jul 31 2014 - 12:35am -

  52. Help with Private Banking Offer

    Hello. So I have an offer to join a private banking/ PWM team in a local office for Merrill Lynch. ML does not do the typical analyst > associate > VP > etc. role like other BBs. I was hoping I could get some advice on this jobs impact of my care ...

    3 comments - 0 silver bananas - Apr 4 2014 - 5:48pm -

  53. Bessemer Trust Culture

    Not much info on here for Bessemer Trust. Anecdotal stories have suggested that they have a very conservative culture. Anyone else have experience working for them or have an idea of the culture? PWM private banking AM wealth management ...

    3 comments - 0 silver bananas - Sep 10 2013 - 2:51pm -

  54. Has anyone heard back from JPMorgan Atlanta?

    Applied for Private Banking Internship at JPMorgan. I first had a video interview on Hirevue about a month ago. After that I asked to proceed in a phone interview with private banking department in Atlanta. It has now been +2 weeks and I am wondering if a ...

    2 comments - 1 silver bananas - Nov 16 2017 - 7:21am -

  55. MBA for Private Banking?

    Hello friends, I would like to ask al the minds out there for your advice. First, the stats: As of right now i am working as a licensed banker. I have my 6, and life and annuities. i have 5 years of banking experience. My future goal is to be a Private Ba ...

    3 comments - 1 silver bananas - Oct 3 2011 - 8:02pm -

  56. PB vs Boutique IB

    Hey guys I'm new here. I'm going to be a senior undergrad next year, but actually am going to push back my graduation so, I'm actually more of a current sophomore then. Wondering what is better if I want to eventually work in I banking? A s ...

    3 comments - 0 silver bananas - Apr 21 2011 - 8:51pm -

  57. What type of asset management for me?

    Hello, so i'm actively pursuing a career in finance. I don't want to work at an investment bank and I think that creating a hedge fund or Asset Management company is my personal end game. My question is, what specific form of asset management al ...

    3 comments - 0 silver bananas - Mar 20 2011 - 7:35pm -

  58. Series 7 and 63 for Analyst Program

    Hello, I am starting a full time Analyst position in NYC this summer at a BB Private Bank. I know that I will need to take the Series 7 and pass. When will I need to take the exam (ie. within a few months of my start date)? Can I take it before I start my ...

    3 comments - 0 silver bananas - Jan 30 2011 - 3:09pm -

  59. Private Banking:S

    Hello, I've been reading up on Private Banking lately and couldn't help but to wonder, what body of knowledge or skill do Private Bankers use? private banking ...

    3 comments - 0 silver bananas - Jan 12 2011 - 4:39pm -

  60. Citi Private Banking interview

    Hey guys, I have a final round interview with Citi 's private bank in a couple days. It consists of three half-hour interviews. During the first round phone interview, I was asked a mix of resume-related questions (describing my background, experienc ...

    3 comments - 0 silver bananas - Nov 18 2010 - 3:49am -

  61. Too Casual?

    I had an interview yesterday with a large European bank in a local office for a private banking position. The interview was very conversational as it was a personality fit interview, but I never really got a chance to talk about my internship. We spent mo ...

    3 comments - 0 silver bananas - Jun 24 2010 - 8:21am -

  62. Internship- MM Sales and Trading vs. BB Private Banking???

    I am currently a junior undergraduate student at a Big Ten University in the Midwest and have received internship offers in two different areas of investment banking. One is for a bulge bracket firm in Private Client Services, and another from a middle-ma ...

    3 comments - 0 silver bananas - Apr 10 2010 - 8:47pm -

  63. JP Morgan private banking SA Houston, thoughts....

    What do you guys think about this job, is it a good job to start with right out of undergrad if you wanna go H/W/S MBA after three years? What about the pay, hours, and lifestyle? private banking ...

    3 comments - 0 silver bananas - Jan 30 2010 - 10:13pm -

  64. Private Banking Analyst Prospects

    Hi all: I have a general inquiry, for those who know someone or are personally working in private banking units of a BB bank (JP Morgan or Goldman Sachs or UBS), what are the comps /bonus and exit opportunities like for 1st year analysts straight from uni ...

    3 comments - 0 silver bananas - Oct 25 2008 - 2:32am -

  65. Private Banking for Internship/First Job

    Hey guys I wanted to hear your thoughts on the Private banking/ PWM route (I'm assuming they are the same thing?). A few people I am close to were once big traders in BB firms and now they advocate Wealth Management for BB banks. Is this bad advice f ...

    2 comments - 0 silver bananas - Aug 6 2015 - 11:02am -

  66. How to move from PB to AM?

    Hi everyone, I work in London in a US BB bank in private banking as an Investment Advisor. I've joined on a grad scheme in 2011 from a target school. Unfortunately I have entered PB relatively randomly and I definitely crave for an institutional role ...

    2 comments - 0 silver bananas - Mar 1 2015 - 4:40pm -

  67. Credit Suisse Private Banking Interview 2014 NYC

    I just got invited for a private banking summer analyst interview in NYC. It's says its the final round but I haven't had any previous interviews and I go to a non-target. I was wondering if this was going to be a superday? Also what types of qu ...

    2 comments - 0 silver bananas - Dec 1 2014 - 8:37pm -

  68. Private Banking Investment Counselor vs. Private Banker

    Hi guys, I will be doing internship with a Private Bank in this summer and was given a choice to choose between Investment Solutions team or Relationship Managers team. From my understanding, investment solutions (investment counselors) are the product sp ...

    2 comments - 0 silver bananas - Apr 9 2014 - 5:24am -

  69. Private Banking vs TSS Sales

    I'm looking into different full-time programs within JPM and have narrowed it down to private banking and TSS Sales. I wanted to get some feedback from people who have worked in either of the two; possibly pros and cons of each. I have some experienc ...

    2 comments - 0 silver bananas - Jul 10 2012 - 11:17pm -

  70. List of firms offering Private Banking in NYC?

    Does anyone know where I can find a list of firms offering private banking services in the NYC area? private banking ...

    2 comments - 0 silver bananas - Apr 28 2012 - 7:33pm -

  71. BAML Wealth Management

    Hi guys, Just wanted to know if any of you who have interned at BAML WM or similar know what the structure is like at the company? I'm a bit lost and can't find too much online. Also, what does a typical SA there do? Thanks. Btw, this is for EME ...

    2 comments - 0 silver bananas - Sep 21 2011 - 7:55pm -

  72. PWM/Private Banking selectivity vs IB or S&T

    Hello, I realized that this website looks at PWM /Private Banking as a secondary carrer to Ib or S&T. Does this mean it is easier to land a job there? Will they take kids with lower gpa's more readily? Do they look for different skills such as a ...

    2 comments - 0 silver bananas - Jan 4 2011 - 9:58pm -

  73. CITI PB Banker Team Structure & Associate Roles

    Hi guys, Does anyone have any experience with the banker team structure at Citi 's PB? My understanding is that it's composed in the way I list below, but is this correct? Also, what's the difference between an Associate Banker and Banker A ...

    - 0 silver bananas - Apr 8 2017 - 9:23am -

  74. Relationship Manager- Commercial Bank vs Private Bank

    What do you think has more long-term job security and income potential? Being a Relationship Manager as a Commercial Banker or Private Banker? Seems like everyone is trying to be a Financial Advisor these days. Building a book of business is going to take ...

    - 0 silver bananas - Apr 6 2017 - 12:42pm -

  75. RBS- Coutts Bank- Private banking/ wealth management graduate scheme assessment centre

    HI, I have been invited to an assessment centre at RBS- Coutts Bank on Wednesday. This is my first banking/ finance assessment centre and I am very nervous as I have no background in finance. I was wondering if anybody has taken part in the RBS / Coutts b ...

    1 comment - 1 silver bananas - Jan 21 2017 - 5:39am -

  76. Cover Letter / Interview Advice

    Hoping someone can provide some insight on Private Banking analysts and what their normal day looks like, specifically at Citi. Also, is there any interview info or tips anyone could provide? To those of you out there at Citi, anything special you guys ha ...

    1 comment - 0 silver bananas - Oct 12 2016 - 1:35am -

  77. SFI White Paper: A Strategic Road Map for Swiss Private Banks

    Recent paper by Swiss Finance Institute on state of private banking in Switzerland with practical implications and recommendations. PDF available here: http://swissfinanceinstitute.com/system/tdf/WP_Ind... Abstract: This paper analyzes the industrializati ...

    - 0 silver bananas - Sep 8 2016 - 11:51am -

  78. Strategy to increase profitability for Private Banking

    Hello everyone, I am working in a Private banking Due to the market turmoil, the private banking business is sharking all around the world. Principally the business is driven by NNM (net new money) and Market effect. (which will increase AuM and increase ...

    1 comment - 0 silver bananas - Sep 1 2016 - 4:45am -

  79. What Is Private Banking (PB)?

    Private Banking (PB) is a form of wealth management service offered to ultra-high net worth individuals ($5mm and upwards). The services offered by a private bank will include: Portfolio investment ideas Wealth protection through asset investment such as ...

    - silver bananas - Jul 31 2012 - 10:09pm -

  80. London- Private Banking, Family Offices

    The goal of the post is to reach out to professionals in London regarding getting INTO private banking / family office space. A person in question looks for a position within the target space and is basically seeking advice regarding two aspects: the firm ...

    - 0 silver bananas - Jul 31 2016 - 2:56pm -

  81. Background required for Private Banking?

    Hi! So I was wondering if I have the relevant qualifications to break into private banking (in terms of education). I study maths at a decent university and have come within the top 10 of the year for two years now. However I do not do any probability or ...

    - 0 silver bananas - Jul 19 2016 - 2:38pm -

  82. From HF in Asia to AM/PWM in EU??

    Hi guys, looking for some help here.. a bit of a background first.. I attended uni in Asia studying engineering, and then completed a Masters in Fin from Europe. Came back to my home country (in Asia) post Masters (wrong time to graduate in EU- 2012), and ...

    1 comment - 0 silver bananas - Jun 10 2016 - 4:54am -

  83. Private Bank Summer Analyst Pay?

    I've been trying to do some research on pay for summer analysts at Private Banks (JP Morgan, Citi, Goldman, Morgan Stanley, BAML). There's a lot of information on investment banking summer analyst compensation, but no much for the private banks ...

    1 comment - 0 silver bananas - Feb 14 2016 - 11:44am -

  84. Private Banking- Credit Structuring

    Apologies for the simple question. I've been offered a job within a large-ish Private Bank in Hong Kong (top 10) as a Manager/Associate Director of Credit Structuring within the Private Banking business focusing on Greater China. I come from a M& ...

    - 0 silver bananas - Feb 2 2016 - 4:31am -

  85. Commercial and Private Banking at RBS

    What do you know about it? Have you been there, did you like it? Any type of information and thoughts are highly appreciated. Thank you. rbs Royal Bank of Scottland Commercial Banking private banking summer analyst insight experience ...

    - 0 silver bananas - Jan 30 2016 - 6:55pm -

  86. Private Banking structure in banks

    I'm currently working on a project which requires analyzing the structure of private banking and wealth management in banks, however until now, I have not been able to gather enough information/organization charts to have a fair analysis. I would gre ...

    - 0 silver bananas - Mar 31 2015 - 12:18am -

  87. Where should I apply for an internship in private banking as a sophomore.

    I'm currently a sophomore at a semi-target near NYC looking to apply for an internship for summer 2015 but I have no idea what banks to apply to. Would be applying with a 3.1 GPA. I've heard private banking is a good area to find an internship a ...

    - 0 silver bananas - Nov 18 2014 - 4:33pm -

  88. Private Banking internship interview- what to expect?

    Hello everyone, I have an interview in a month for a Private Banking (wealth) internship at Credit Suisse in Eastern Europe. It might be my only chance to get an internship as my other applications were unsuccessful. I need to be prepared so I am looking ...

    - 0 silver bananas - Nov 10 2014 - 12:32pm -

  89. Private Banking- Interview for a SA position

    Hi, I have an Interview for a SA position with the national sales team of the private bank of a BB. I would really appreciate it if anyone can shed light on this role and all the various behavioral/ fit questions I should expect to be able to field....whi ...

    1 comment - 0 silver bananas - Apr 23 2016 - 8:56pm -

  90. Viable options on institutional side after private banking

    I work in private banking /wealth management division of one of the large American BB banks and I am based in London. I have a bit over 3 years of experience (I have joined on grad programme) and I'd really like to move to institutional side (prefera ...

    1 comment - 0 silver bananas - Oct 12 2014 - 6:53pm -

  91. Interview Private Banking HELP needed

    Hello everyone. I amshortly having a phone interview with a Switzerland-based private bank for a position in Asset Management. Does anyone have similar experience? What to expect on the interview? As it is on the phone (with function head), I do not expec ...

    1 comment - 0 silver bananas - Oct 9 2014 - 3:59am -

  92. Private Banking- Passionate about the business

    I am starting a Private Banking internship in a few weeks at Credit Suisse,in NYC, for the fall semester. I know most posts about Private Banking, PWM or what have you are mostly about freshman summer internships or just resume fillers but this however is ...

    - 0 silver bananas - Apr 23 2016 - 8:55pm -

  93. Private Banking?- Info about this area

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