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Vault career guide to private wealth management

Author: Martinez, Mike Series: Vault career library Publisher: Vault, 2007.Language: EnglishDescription: 229 p. ; 23 cm.ISBN: 9781581314489Type of document: BookNote: Last print edition. Latest editions available on INSEAD's Career Development website.
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Item type Current location Collection Call number Status Date due Barcode Item holds
Book Europe Campus
Main Collection
Print ZA13.3 .F5 V38 2007
(Browse shelf)
001242416
Available 001242416
Book Middle East Campus
Reference Section - General
Print ZA13.3 .F5 V38 2007
(Browse shelf)
500005789
Available 500005789
Total holds: 0

Last print edition. Latest editions available on INSEAD's Career Development website.

Digitized

Vault Career Guide to Private Wealth Management Table of Contents INTRODUCTION 1 THE SCOOP 3 Chapter 1: The Basic Functions of Wealth Management Companies 5 The Basic Functions of Wealth Management Companies ................5 Financial Advisor Categories ........................................................... 8 The History of Private Wealth Management .................................. 10 Chapter 2: Private Wealth Management Employers and Clients 15 The Players Today .......................................................................... 15 Wealth Management Clients ...........................................................18 Chapter 3: Investment Products 23 Equity Investments ......................................................................... 23 Fixed Income Investments .............................................................. 25 Products Requiring Accreditation .................................................. 28 Chapter 4: Positions and Job Responsibilities....... 31 Positions at Private Wealth Management Firms .............................31 Job Responsibilities ........................................................................ 35 GETTING HIRED Chapter 5: Hiring Basics 39 41 Educational Requirements .............................................................. 43 Internships ....................................................................................... 45 Licensing ......................................................................................... 46 The Hiring Process .......................................................................... 47 Chapter 6: Resumes and Cover Letters 51 The Resume .................................................................................... 51 Sample Private Wealth Management Resume ................................ 53 Sample Private Wealth Management Cover Letter ........................ 55 Chapter 7: The Interview 57 The Interview Process ..................................................................... 57 Sample Interview Questions: General Questions ........................... 58 Sample Interview Questions: Finance Questions ........................... 60 Sample Interview Questions: Situational Questions .......................61 Your Turn: Questions to Ask the Interviewers................................ 63 ON THE JOB Chapter 8: Life on the Job 67 69 It's All About the Clients ................................................................ 69 A Day in the Life: Analyst at a Wall Street Firm ........................... 71 A Day in the Life: PWM Associate at a Major Banking Corporation ..................................................................................... 73 A Day in the Life: Small-Firm Private Banker ...............................76 Chapter 9: Private Wealth Management Career Paths 81 The Basic Career Path .................................................................... 81 Changing Careers Out of Private Wealth ....................................... 85 Chapter: 10 Lifestyle 87 Lifestyle Considerations ................................................................. 87 Uppers and Downers ....................................................................... 91 FIRM PROFILES 95 Bank of America, The Private Bank ............................................... 97 The Bank of New York, The Private Bank ................................... 101 Barclays Private Bank ................................................................... 103 Bear Stearns Private Client Services ............................................ 107 Brown Brothers Harriman Private Wealth Management ..............111 Citigroup Private Bank ................................................................. 115 Commerce Bank Private Banking .................................................121 Credit Suisse Private Banking ...................................................... 123 Deutsche Bank Private Wealth Management ............................... 127 Fifth Third Asset Management ..................................................... 133 Friedman Billings Ramsey Investment Management ................... 135 Goldman Sachs Private Wealth Management ......................... 137 HSBC Private Bank....................................................................... 149 Jefferies Private Client Services ................................................... 155 JPMorgan Private Bank................................................................. 157 Lazard Private Client Group ......................................................... 165 Legg Mason Wealth Management................................................. 167 Lehman Private Investment Management..................................... 169 Lydian Wealth Management ......................................................... 173 Mellon Private Wealth Management ............................................ 175 Merrill Lynch Global Private Client ............................................. 179 Morgan Keegan Private Client Group........................................... 185 Morgan Stanley Private Wealth Management ..............................187 Northern Trust Private Banking ................................................... 191 Raymond James Financial Private Client Group ..........................193 Royal Bank of Canada Global Private Banking ........................... 197 Smith Barney ............................................................................... 201 Thomas Weisel Partners Private Client Services ......................... 205 UBS Wealth Management...........................................................209 U.S. Bank Private Client Group ................................................... 213 U.S. Trust Wealth Management ................................................... 215 Wachovia Wealth Management ....................................................217 Wells Fargo Private Client Services/Private Banking ..................221 William Blair Wealth Management............................................... 223 Appendix 227 Private Wealth Management Resources ....................................... 227 About the Author........................................................................... 230

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