18May2024
Search
Close this search box.

🤔⏰ Take Your Time

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.

Moving from a traditional private bank to an independent wealth manager can present a lucrative career prospect for relationship managers. However, guaranteeing a seamless transition for the relationship manager demands a meticulous approach with thorough planning and preparation.

Typically, relationship managers should commence their job transition planning at least six months to a year in advance to ensure uninterrupted experience. Through the intelligent implementation of bespoke strategies, relationship managers can cultivate long-term relationships, which can prove invaluable in wealth management.

Source: LinkedIn

No votes yet.
Please wait...
Illustration emphasizing the importance of careful planning and preparation in career transitions within wealth management.

Your monthly vapa insights await you:

* indicates required


Please select all the ways you would like to hear from vapa.ch:

You can unsubscribe at any time by clicking the link in the footer of our emails. For information about our privacy practices, please visit our website.

We use Mailchimp as our marketing platform. By clicking below to subscribe, you acknowledge that your information will be transferred to Mailchimp for processing. Learn more about Mailchimp's privacy practices.