跟住落黎小編會介紹一啲比較傳統可以入到private banking sectors既方法。雖然都會有部份private banking groups會請fresh graduates做management associates黎比佢地接觸private banking,不過就唔係經常都有依個機會既。最大路有3個方法可以令你做到private banker既,個重點其實係relationship management而唔係investment professional,小編會分3個post介紹依3個方法,睇完第一個記得follow我地咁就唔會走寶啦![Route 1]*Move up through the private wealth management hierarchy*1.Personal banking係全部private wealth management既job入面算係相對容易入既。Private bankers主要既客人係收入中水平而又有bank account既人,係點樣投資方面比建議客人。依個一個比你接觸private wealth management行業既同時可以訓練你advice客人投資能力既好方法。2.Privilege banking依個係personal banking同private banking之間既intersection。Privilege bankers基本上可以比到客人除左hedge funds同private equity funds之外同private banking一樣既服務。當大部分人都好自然咁由privilege banking轉去private banking既時候,亦會有bankers選擇留低去serve返已有既客人。3.Private banking如果你有好好既client relationships同埋穩定既asset under management(AUM)增長,基本上間bank都唔會點理你點用啲時間,有好大既自由度。依條路就好似參加比賽咁,一開始比較簡單,到後來有solid experience之後就可以出去參加全國賽一樣既道理。[Route #2]應承左大家既第2個入private banking既方法黎啦!雖然依條路睇落好似簡單咁,但係其實係有少少運氣成分既,如果你人緣比較好既話都可以試下依個方法呀!*Start out as a private banker’s assistant*作為private banker既assistant,你基本上要做曬banker或者係一小班bankers比你既administrative工作。你偶然都會有機會可以接觸到啲顧客既,不過就唔一定係meaningful既interaction啦。雖然由assistant轉正既機會就好似係back office轉去front office咁機會微細,但係都唔係無可能架,通常都係發生係下面依兩種情況:1.Private banker或者同你做野果條team睇好你,跟住將一小班已經outgrown既顧客交比你跟進,之後既事情就視乎你做成點啦2. 有一個private banker離開或者退休,department決定要重組而老闆決定比個機會你試下。依個情況就真係好視乎你平時同條team其他人既關係同埋老闆點樣睇你啦。冇錯,依條route係有啲risky亦唔可以保證你真係可以最後成為到private banker。不過唔好氣餒,因為小編仲有第3條route推薦比大家參考架。想知嘅話就快D:- Like個post- Tag 2個friends (followers > 200)- DM小編screenshot之後我地就會send俾你㗎啦!😍