回复:wealth management advisor

回答: wealth management advisorwald2012-01-06 10:23:51

it depends. I work directly for an billionare in Texas as excutive accountant. Basically i have dealt with many private banking expert and bankers. Each big bank (like UBS, GS, JPM), they all have private banking division. then each divisional SVP is delicated to several very wealthy clients. When i say wealthy, i meant cash asset at least over 100 million. It is about networking. if you can catch a big fish, basically you will be set in the firm/bank. such as the banker i work with now, he got my owner as client couple of years with asset under managed for over 500 millions. he is SVP in the bank. I am very positive that he is pretty set in the bank.

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回复:回复:wealth management advisor -wald- 给 wald 发送悄悄话 (206 bytes) () 01/06/2012 postreply 10:41:46

回复:回复:回复:wealth management advisor -dudugaga- 给 dudugaga 发送悄悄话 (248 bytes) () 01/06/2012 postreply 10:54:31

回复:回复:回复:回复:wealth management advisor -wald- 给 wald 发送悄悄话 (218 bytes) () 01/06/2012 postreply 11:06:48

回复:回复:回复:回复:回复:wealth management advisor -dudugaga- 给 dudugaga 发送悄悄话 (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- 给 wald 发送悄悄话 (35 bytes) () 01/06/2012 postreply 11:29:38

more like sales position, not easy to find clients. -SunshineInCA- 给 SunshineInCA 发送悄悄话 (55 bytes) () 01/06/2012 postreply 11:24:46

回复:more like sales position, not easy to find clients. -wald- 给 wald 发送悄悄话 (90 bytes) () 01/06/2012 postreply 11:33:34

回复:回复:more like sales position, not easy to find clients. -dudugaga- 给 dudugaga 发送悄悄话 (336 bytes) () 01/06/2012 postreply 11:46:41

回复:agreed, a sales position -jzc- 给 jzc 发送悄悄话 (37 bytes) () 01/06/2012 postreply 12:12:20

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