Has anyone seen Corp. Banking/credit roles to PWM/PB
I realize the answer is probably yes for sales seats but what I’m asking for is if someone has seen those roles exit into an investment advisor or a junior type of role with no sales expectations before jumping into a sales seat.
Getting into PWM/private banking isn’t necessarily hard. I saw advisors at my old company who came from investment banking, a school teacher, S&T, engineering. It would be harder to get into a more structured private banking role…but not difficult. You just need to sell unless you would do a support function/investment analysis role.
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