[Private Banking Culture]小編之前已經出po講過有咩入private bank既方法同埋點樣準備private bank既interview。
Nov 14, 2020 8:00:00 AM 0 min read
[Private Banking Culture]小編之前已經出po講過有咩入private bank既方法同埋點樣準備private bank既interview。不過了解入行之後會係點樣運作既對於決定加唔加入依個行業都好重要架。所以今次小編就準備左PB既culture同埋兩個主要role既工作話比大家知。如果你真係想加入private banking既話,記得唔好錯過呀。1.Overall culture雖然總體黎講個pace係會IB慢既,不過其實都算係一個fast-paced既industry。PB會比較political啲因為基本上每樣野都係relationship driven既,功勞都會有人欣賞不過同同事既關係更加睇重。不過overall黎講,PB係一個幾高flexibility既sector。2.Relationship manager依個role最重要既係要同人接觸,你要參加好多client meetings同埋要記得每個client鍾意或者唔鍾意既野,甚至係佢地屋企人既喜好你都要了解。你有機會要同investment professionals合作去幫特定既client商討一個適合每一個人既投資方案或者products。3.Investment professional一個比較focus係quantitative同analytical方面既role。就好似一個商人既助手咁樣,要準備唔同既account statements同個人投資既sales pitches。不過你唔會經常接觸客戶,多數都係透過同relationship manager緊密合作去搵一個最適合客戶既投資方案。睇到依度,唔知你對邊個role有興趣啲呢?就算你未decide做邊個role好都唔緊要,只要你係打算join private banking依個行業既話,記得唔好錯過小編之前講點樣先可以成為private banker方法既post呀!想要個high quality internship寫CV? 快D報名我地嘅Winter Internship啦! 有Hedge Fund, Consulting同Venture Capital (link in bio)! Seize your chance now!
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