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.
回複:回複:回複:wealth management advisor
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回複:回複:回複:回複:wealth management advisor
-wald-
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01/06/2012 postreply
11:06:48
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回複:回複:回複:回複:回複:wealth management advisor
-dudugaga-
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01/06/2012 postreply
11:15:20
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回複:回複:回複:回複:回複:回複:wealth management advisor
-wald-
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01/06/2012 postreply
11:29:38
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more like sales position, not easy to find clients.
-SunshineInCA-
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01/06/2012 postreply
11:24:46
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回複:more like sales position, not easy to find clients.
-wald-
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01/06/2012 postreply
11:33:34
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回複:回複:more like sales position, not easy to find clients.
-dudugaga-
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01/06/2012 postreply
11:46:41
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回複:agreed, a sales position
-jzc-
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01/06/2012 postreply
12:12:20