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Does cold-calling (targeted fit prospects) work in Private Banking?
Hi Monkeys, Does cold-calling work in Private Banking, specifically calling on individuals with $20+ million in net worth? How many of you have actually been successful using cold outreach as one of your primary sources of new business? Some say they live by it while others say it does not work....
At Wits End
I've been out on my own working with HNW families as a CFO for a couple of years. Through that experience I have had the opportunity to work closely with several BB Private Bankers. Late last June I mentioned to one of them, quite offhandedly, that I would be interested in learning a little more...
Post interview call - Big decision ahead - Need professional advice
Hey, I come back to you as I need more advice. I got an interview in Private Banking and it went very well (mostly based on soft skills). I got a call today. The HR told me I have made a good impression and instead of offering me an internship they would like to offer me a full time position (she...
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