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🤔⏰ 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

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Illustration emphasizing the importance of careful planning and preparation in career transitions within wealth management.

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