What Is a Private Banker?
According to the Swiss Private Bankers Association SPBA, private bankers are: to provide high-quality home net worth clients, including royalty, nobles, wealth families, successful entrepreneurs, or professionals (doctors, lawyers, etc.) with social fame and achievements Professionals in high-density financial services.
Private banker
Right!
- Chinese name
- Private banker
- Meaning
- Professionals such as home high net worth clients
- Business line
- Provision of private banks, etc.
- Nature
- banker
- According to the Swiss Private Bankers Association SPBA, private bankers are: to provide high-quality home net worth clients, including royalty, nobles, wealth families, successful entrepreneurs, or professionals (doctors, lawyers, etc.) with social fame and achievements Professionals in high-density financial services.
- According to the Swiss Private Bankers Association SPBA, private bankers are: to provide high-quality home net worth clients, including royalty, nobles, wealth families, successful entrepreneurs, or professionals (doctors, lawyers, etc.) with social fame and achievements Professionals in high-density financial services. Private banks, whose legal organization can be sole proprietorship, partnership, or limited partnership, but at least one of them is a general partnership with unlimited liability. There are currently 17 in Switzerland (67 at the end of World War II, and the number of mergers and dictatorships has decreased). More than 200 years of history: The most successful private banks, such as Pictet, are close to the top 10 wealth management institutions, providing four main lines of business: private banking, institutional asset management, global custody, and home offices. The composition of the private banking team: Account Manager-Relationship ManagerFinancial Planner-Financial PlannerPrivate Banking ExpertPriPrivate BankerCapital Market Expert-Investment Banker Portfolio Manager-Investment ManagerFinancial ConsultantTrust Expert-Trust OfficerRisk Management Specialist-Risk Management SpecialistInsurance Specialist-Insurance Specialist Chinese-style private banking team constitutes a core teamPrivate bankerInternational financial plannerInvestment expertTrust expertInsurance expert support teamLawyer Tax expert private Organization model of bank team Lawyer team modelCentral radiation model'Company modelFamily office model Private banker Professional ethics Professional ethics refers to the ethical bottom line and industry norms that people must follow in their professional activities. Eight Principles of Professional Ethics Client First Compliance Integrity Object Objectivity & Fairness Professional Competence Conf Confidentiality Pro Professionalism Due Diligence Private Banker Practice Risk Money Laundering Moral Risk Conflict of Interest Legal Risk Reputation Risk Operational Risk Who can be a private banker: from a lawyer, accountant, banker, investment consultant, trust consultant; general With more than 10 years of experience dealing with rich people, diverse knowledge background, familiarity with laws, taxation, social systems, culture, financial institutions, markets, financial products and other physical objects; with a global perspective, he is a questioner and solves problems He is not a person who understands everything; he is a trusted long-term friend of the client. What qualities should a private banker have? Decent behavior-dress and make-up, talking, body language; taste, culture, expertise, culture; honesty and reliability; prudence and discipline; unique competitive perspective; extensive knowledge; work covers different areas Insight and "integration" ability; Personalized competitiveness formed by conduct, wisdom, and charm; Become a competitive private banker: self-esteem-have "class" self-strength-have "power" self-discipline-have degree".