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SHIFT FROM RETAIL BANKING TO PRIVATE BANKING-NEED SOME HELP!

Posted: Thu, 13 Jul 2006 7:46 pm
by m2006
Hi I am a Filipino-Chinese professional who moved in here a little more than a year ago. I used to work for the government in my country as a civil servant. However, in order for me to land a job here i shifted to financial services. I am currently employed by one of the largest bank here since Jan 2005 on an entry level position. I feel that i can do more taking into consideration my educational qualification and previous training and experience in handling high net worth individuals both locally and abroad. Now, that i have adequate banking experience i am contemplating of shifting to private banking or wealth management career. I am confident that i can contribute more if given a chance.

I would really appreciate if anybody from here can be of assistance on how to go about it, effectively.

Thank you very much in advance for your goodwill.

M2006

banking

Posted: Wed, 19 Jul 2006 12:54 pm
by Flutterby
If you joined in Jan 2005 at an entry level
1.6 yrs cant really be considered "adequate" experience to be a good Private Banker unless you had similar experience back home in Phil.

Private Banking/Wealth Management roles require someone with a large pool of current and potential clients and of course an understanding of financial instruments.

Send me a PM, I'll see how i can direct you to the right people/places.

thank you

Posted: Wed, 19 Jul 2006 9:12 pm
by m2006
Hi Flutterby! Thank you for your kind attention. As per your request, i tried to send you a PM but failed...it says i am restricted on the ground that i have not made enough postings here.. Anyway, i would really appreciate if you can send me please a PM instead and perhaps i can reply from there..

thank you very much in advance.:)

m2006

PM

Posted: Thu, 20 Jul 2006 12:23 pm
by m2006
Hi Flutterby. Got your PM...but it was a TEST message only?! Please send your email there so that can email you back....i can reply to the PM..


Thanks and best regards.

m2006

RESENDING: CANNOT reply to PM....

Posted: Thu, 20 Jul 2006 12:25 pm
by m2006
To Flutterby: Resending: CANNOT reply to PM

hello again

Posted: Thu, 27 Jul 2006 2:25 am
by m2006
Flutterby,

I really cannot send you a Pm...please u can write to me at [email protected]

Hope to hear from you soon.

I really need some advice from people like you.

Thank you ver much

m