回複：回複：回複：wealth management advisor

來源: dudugaga 於 2012-01-06 10:54:31 [] [舊帖] [給我悄悄話] 閱讀數 : (248 bytes)
回答: 回複：回複：wealth management advisor 由 wald 於 2012-01-06 10:41:46

when you say targeting 30m, did you mean the fee target or general asset size. let's say if you client has 100 m under managed by you. Depends on what you invest, like fixed income, equity or gold. Bank will charge quarterly management fees.

所有跟帖： 

• 回複：回複：回複：回複：wealth management advisor -wald- ♀ 給 wald 發送悄悄話 (218 bytes) () 01/06/2012 postreply 11:06:48

• 回複：回複：回複：回複：回複：wealth management advisor -dudugaga- ♂ 給 dudugaga 發送悄悄話 (659 bytes) () 01/06/2012 postreply 11:15:20

• 回複：回複：回複：回複：回複：回複：wealth management advisor -wald- ♀ 給 wald 發送悄悄話 (35 bytes) () 01/06/2012 postreply 11:29:38

• more like sales position, not easy to find clients. -SunshineInCA- ♀ 給 SunshineInCA 發送悄悄話 (55 bytes) () 01/06/2012 postreply 11:24:46

• 回複：more like sales position, not easy to find clients. -wald- ♀ 給 wald 發送悄悄話 (90 bytes) () 01/06/2012 postreply 11:33:34

• 回複：回複：more like sales position, not easy to find clients. -dudugaga- ♂ 給 dudugaga 發送悄悄話 (336 bytes) () 01/06/2012 postreply 11:46:41

• 回複：agreed, a sales position -jzc- ♂ 給 jzc 發送悄悄話 (37 bytes) () 01/06/2012 postreply 12:12:20

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