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
