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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 Portfolio Manager 100K + 20k bonus. So I am...
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 go into a pwm internship in los angeles this coming...
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 position? Am I supposed to be "sponsored" or...
Private Banking sub forum
I was wondering if a new forum dedicated to HNW Wealth Management and Private Banking could be started?. PB has always been the quiet cousin of IB , but in the last few years, it has regained interest amongst banking hopefuls given the contacts one makes in their tenure and their access to other...
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 good personality? thanks
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, experience, etc.) and technical questions, related to risk...
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 Question
Hi everyone, Quick question - for a Private Banking/ PWM internship, is it acceptable to call myself a Summer/Fall/whatever Analyst or am I relegated to being a Summer Intern? I'd like to think i do some of the stuff an analyst does, but obviously not really because it's PWM . I know it's minute and...
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 answers. Thank you in advance, Big B.
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 more time talking about sports and golf and...
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!
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 families and VIP accounts like foreign royalty and the...
Bad Advise?
Fortunes come and go, but the lessons you learn last forever....and are worth more than their weight in gold. Disagree? Discuss
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-market bank in Fixed Income Sales and Trading....
Private banking - First year analyst
Anyone out there knows a private bank called Mirabaud? Is the pay good for a first year analyst and how many hours are you expected to work every week?
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 Cons: not a great name
Can anyone help me out?
Hi all, I was wondering if anyone on here would be willing to help me out via pm, email, etc. Essentially I interviewed with a private banking group for an internship (think big name, clients $10mm+). They gave me a "homework assignment" to complete over the weekend. There's just a few things I'm...
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 starting at $250,000. I learned a lot and found...
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.
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