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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 programs more. Does anyone have any knowledge on AM...
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 recommend asset allocation strategies to their...
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 (if there is a difference at all). Would...
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&A background (7 years) myself, whilst the role is...
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.
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 for someone so early in their career path (Looking...
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 . Ultimately, I want to be going into the PB...
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 confused, how can there be such a...
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 greatly appreciate if any of you fellows can assist...
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. I understand that 3/4 years down the road my...
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 questions should I expect? More behavioral or technical?
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 for your help. What type of questions should...
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 expect a lot of technical details. Would...
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 business and am scheduled to finish a...
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 here. Thanks EDIT: I'm mostly interested in information...
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 services for HNW clients. I wanted to know...
Investment Counselor interview at a Private Bank
I have an interview with a Private Bank for the role of an Investment Counselor. Its not a typical sales role rather to assist RMs on advising clients on Fixed Income, Equities, Funds & Derivatives. What kind of questions can I expect at the interview. Would really appreciate some input, interview...
Hi from Newport Beach!
Hello monkeys! I'm a second-year analyst in private banking, and I thought I'd stop lurking on here and start contributing a little!
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 specialists that have in-depth understanding...
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 career. Would this be a good first job out of college?...
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 - 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 banking valuation
Does anyone have a good resource on private banking valuation or at least a good resource on the private banking industry, revenue drivers, regulation etc?
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 business analyst
Hi guys, I have an interview with JPM's private banking division in Geneva. The job specs are the following: The Role Business & Product Development Analysts are an integral part of the team and are responsible for executing key deliverables within the strategic business agenda of Wealth Management....
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?
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 this program. Also, as for new analyst hires, are they...
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 reason as to why they would need to have...
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!
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?
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-cycle" interview process that normally occurs later in the...
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....while do know that this career path is...
Products Group
Hello, I have a general question about an area of Finance I know relatively little about and would really appreciate any sort of help. Would someone mind explaining to me what one would do as an analysts in a fixed income ( or any asset class for that matter) products group within a private banking...
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 firms such as Barclay's, JP Morgan, GS , etc hire on a...
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 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 and shit. I was hoping that someone could answer a...
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 experience in private wealth management and am currently...
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?
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 paribus, what role would be more impressive...
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 choice I make will impact the next 3 years of...
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 ?
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 (considering all the regulations that are about to...
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?
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 pure dollar amount needed to be a client)? - How actually...
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 EMEA; not Americas.
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 Banker (possible focus on International...
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.
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 traditional analyst-associate-vp-director...
Private banking summer internship to Sales
Was wondering how easy it would be to move into a grad position for sales without a summer internship in sales and trading but in private banking instead at a BB ? Thank you
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 allows you to deal with high net worth individuals...
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