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I think there will always be a need for wealth management for UHNW clients. I’ve thought about pivoting to PB at some point
Adding on, what other accreditation is good for a PB role? Will STEP be beneficial for the PB role in a bank?
Hi OP,
Currently in PB. Our business has only grown over the last few years, the pandemic accelerated things. In my experience, More and more people (As long as they meet PB criteria) have some form of irregular cash flow that most large banks don’t want to deal with and thus come to my firm.
Can you share associate and VP comp?