04Dec2024

Ready to dive into wealth management? 🌊 Kick-off with a casual chat!πŸŽ‰

Disclaimer: The views and opinions expressed in the vapa Swiss independent wealth management blog posts featured on this page are solely my own and do not necessarily represent the views of any institutions or organisations I may be associated with. These posts are intended to share personal insights and perspectives and should not be interpreted as official statements or positions of any affiliated entities.

Dear Relationship Managers, brace yourselves for an interview experience that is a little different. My initial conversations? No strings attached and straightforward. Dive into independent wealth management! 🀝

Dress as you usually would for work. Yes, even on a casual Friday. I understand you dress the part for client meetings as a successful Relationship Manager. I am keener on how you think 🧠 than on what you wear, and we don’t want to make your boss nervous.

Here, it’s all about exploring the opportunities and compensation we offer. Remember: The ball is in your court. πŸ€ A holistic wealth management platform? It’s your launchpad – but you’ve got to leap!

Switching to an independent wealth manager isn’t just jumping from one bank to another, hoping for a fancy compensation package. In our industry, if you succeed in client acquisition, you might, in the end, earn more than you ever imagined. Why wait and not dive into independent wealth management? πŸ’°

Source: LinkedIn

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Relationship Managers discussing opportunities in independent wealth management during a casual interview setting

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