Private bankers play a crucial role in assisting their clients in achieving their financial goals. To excel in this role, private bankers need to possess a unique set of skills that go beyond basic financial knowledge. Exceptional Interpersonal and Communication Skills One of the most important skills for private bankers is exceptional interpersonal and communication…
Private banks play an essential role in the financial sector, offering personalized, high-end services to a wealthy clientele. When looking for a private bank, you may be faced with a crucial choice: whether to opt for a local or an international private bank. Each of these options has its differences, and it’s important to understand…
One of the main advantages of using a private bank is the high level of confidentiality and security they provide for their clients’ financial information. Private banks are known for their ability to handle large sums of money, and as a result, they have a responsibility to ensure that their clients’ sensitive information is kept…
The objective of a wealth management entity is to manage clients’ assets by professionals in the sector (private bankers, wealth managers, financial advisors…). Once a certain amount of wealth is reached, it is wiser to entrust it to such a professional in order to make it as profitable as possible. Wealth management has many advantages,…
Let’s take a quick look at what’s in store for private banking in 2023. For the past few years, new sectors have been developing: cryptocurrencies, cybersecurity, energy… So what are the next trends for 2023 ? Here are some key points regarding the developments in private banking: New investment themes: 2022 has been…
Think of it as your go-to script when networking or pitching yourself in an interview. These days there’s not much need for an elevator pitch—at least not a real elevator pitch that’s delivered when your CEO steps into the elevator. After all, remote working has kept most of us out of our offices, not…
