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,…
We’ve all been through the process of job searching at some point in our careers. While it is a time of excitement and hope for new opportunities, it is also a time of great uncertainty and fear. You may be thrilled when you find out that you are the favorite candidate for the job you…
Customer service, mobile services, social networks… The private banking sector is strongly affected by economic digitalization. In a hyper-connected society, banks have started to offer a multitude of new tools to their customers. The arrival of new technologies: Nowadays, it is difficult to maintain market shares if digital services are not provided. These services can…
Everyday and all around the world, many people leave their companies. Sometimes, their off boarding is not well prepared and managers or CEOs don’t make the necessary steps before the departure. An Off boarding is not always an easy task. A few things must be taken care of, but there are some techniques to…
Every company’s strength is the unity of its team. If you build a strong one with common values, it will always be productive. For sure, you’ve already been told that you can ask for help if you need something, but is it really the case? Many are afraid of their colleagues reactions when they’re…
What are the specificities of a private bank? For some it is obvious, for others less so. In a rapidly expanding sector, the banking industry includes a large number of different financial institutions. What is a private bank? A private bank offers personalized services tailored to the most affluent clients. In general, the client portfolio…
For any interview, especially in the banking sector, it is necessary to be well prepared in order to put all the chances on your side. Some questions can be worked on in advance to help you pass your interview! 1. Do your research in advance Knowledge of the banking industry is important. If you already…
In a context of ecological emergency, several measures have been put in place to reconcile financial investments and sustainable development. A large number of banks have already taken the plunge and offer adapted services. How to act to improve its environmental impact? For banks: Develop “green offers” for their customers. According to a study by…
In order to grow and earn more, every candidate should develop their personal branding. When you do so, your value in the market increases and companies start seeing you differently, as more experience and more skilled. Nowadays, personal branding is very important. In fact, it’s a necessity and the best way to prove that…
Managing a team is often a complicated responsibility. It is necessary that the profile of the person in charge respects several criteria. We are speaking here about Soft skills. There are many of them, but some are essential for a manager or an executive to lead his team correctly. Here are some important skills:…
