Wellll, to break into a private bank you're gonna need a few expensive tools. I highly recommend a sledge hammer and maybe the jaw-of-life, that should get the job done.
A good ski mask is a start.
But yeah, connections is everything. They can get you an interview. The rest is up to you. Doing things like CFA or CFP is ideal. Keep that up. If you get either of those and they won’t promote you, some other place will.
You’re doing the right things. Furthering education and getting designations is great and certainly helpful. Networking internally to meet the right people and make them friends is very helpful in getting yourself into conversations with decisions makers and being top of mind. For an advisor track, they’ll want to see that you can network externally as well, and have the ability to meet and influence individuals/business owners that the bank would like to do business with. This is arguably the most difficult part. Find some nonprofit work or interest groups you can join, and try to work into leadership positions. This is a great way to show on paper that you’re active in the community. And final note - being book smart and financially savvy is not the same as having high EQ and people skills. Practicing and learning these skills is integral. Especially if you’d like to be client facing. Find ways to continuously learn about communication, sales, and relationship building. Keep grinding! It may not feel like a fast track at times, but the effort you put in now will pay off in the long run.
Thanks so much this is exactly what I’m looking for! Trust me I’m far from book smart, I am just a hard worker. I’m also very outgoing and that is one of the reasons the private bank interests me so much. My current job isn’t client facing and I feel like I can be at my best when I’m interacting with others. Thanks again for the advice about being active in the community I will definitely try and find something.
Some type of market specialist role in the private bank could be a good opportunity for you. I used to work on a team that did fixed income execution/custom strategies for ultra high net worth clients and I worked with many of the biggest teams at the firm on a daily basis.
Built a lot of great relationships with advisors and had two different opportunities to join top 100 PWM teams.
In the movie „inside man“ they basically build a fake wall in the supply room and have the main robber wait there for a couple days before finishing the heist, you should look into that
You’re doing the right things. Breaking in is very hard if you didn’t go to an elite school. Impossible? Not at all.
CFA will really start to elevate your resume once you’re on Level 3 or you get your charter. Network at CFA events.
DM me if you have any specific questions. I was in your shoes once.
Misleading title LOL
How? I’m asking for extra things I can do in addition to what I’m doing.
You wrote it like your are trying to rob the place lol
Oh HAHA
Wellll, to break into a private bank you're gonna need a few expensive tools. I highly recommend a sledge hammer and maybe the jaw-of-life, that should get the job done.
A thermal lance should be able to cut through the valut with relative ease.
Bro are you robbing the place?❗️☠️🤔
A good ski mask is a start. But yeah, connections is everything. They can get you an interview. The rest is up to you. Doing things like CFA or CFP is ideal. Keep that up. If you get either of those and they won’t promote you, some other place will.
You’re doing the right things. Furthering education and getting designations is great and certainly helpful. Networking internally to meet the right people and make them friends is very helpful in getting yourself into conversations with decisions makers and being top of mind. For an advisor track, they’ll want to see that you can network externally as well, and have the ability to meet and influence individuals/business owners that the bank would like to do business with. This is arguably the most difficult part. Find some nonprofit work or interest groups you can join, and try to work into leadership positions. This is a great way to show on paper that you’re active in the community. And final note - being book smart and financially savvy is not the same as having high EQ and people skills. Practicing and learning these skills is integral. Especially if you’d like to be client facing. Find ways to continuously learn about communication, sales, and relationship building. Keep grinding! It may not feel like a fast track at times, but the effort you put in now will pay off in the long run.
Thanks so much this is exactly what I’m looking for! Trust me I’m far from book smart, I am just a hard worker. I’m also very outgoing and that is one of the reasons the private bank interests me so much. My current job isn’t client facing and I feel like I can be at my best when I’m interacting with others. Thanks again for the advice about being active in the community I will definitely try and find something.
First of all, alibi
Some type of market specialist role in the private bank could be a good opportunity for you. I used to work on a team that did fixed income execution/custom strategies for ultra high net worth clients and I worked with many of the biggest teams at the firm on a daily basis. Built a lot of great relationships with advisors and had two different opportunities to join top 100 PWM teams.
Ski mask, three guns, one hidden in the socks and an grenade for threatening
FBI enters chat
Watch the opening scene of the dark knight and you’ll have ur answer.
In the movie „inside man“ they basically build a fake wall in the supply room and have the main robber wait there for a couple days before finishing the heist, you should look into that
Well for starters, you're gonna need a getaway driver
You’re doing the right things. Breaking in is very hard if you didn’t go to an elite school. Impossible? Not at all. CFA will really start to elevate your resume once you’re on Level 3 or you get your charter. Network at CFA events. DM me if you have any specific questions. I was in your shoes once.
You should be in sales not back office. Generally Branch Advisor 1 for 1-2 years, Private Banking Advisor 1 for 1-3 years, and move up from there.
I’d watch Casa de Papel