when you say targeting 30m, did you mean the fee target or general asset size. let's say if you client has 100 m under managed by you. Depends on what you invest, like fixed income, equity or gold. Bank will charge quarterly management fees.
回复:回复:回复:wealth management advisor
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• 回复:回复:回复:回复:wealth management advisor -wald- ♀ (218 bytes) () 01/06/2012 postreply 11:06:48
• 回复:回复:回复:回复:回复:wealth management advisor -dudugaga- ♂ (659 bytes) () 01/06/2012 postreply 11:15:20
• 回复:回复:回复:回复:回复:回复:wealth management advisor -wald- ♀ (35 bytes) () 01/06/2012 postreply 11:29:38
• more like sales position, not easy to find clients. -SunshineInCA- ♀ (55 bytes) () 01/06/2012 postreply 11:24:46
• 回复:more like sales position, not easy to find clients. -wald- ♀ (90 bytes) () 01/06/2012 postreply 11:33:34
• 回复:回复:more like sales position, not easy to find clients. -dudugaga- ♂ (336 bytes) () 01/06/2012 postreply 11:46:41
• 回复:agreed, a sales position -jzc- ♂ (37 bytes) () 01/06/2012 postreply 12:12:20