请问WEALTHMANAGEMENT 的RELATIONSHIP MANAGER是怎样的?

2019-07-18 11:23
也卖iNSURANCE, MORTGAGE, EQUITIES, SECURITIES么?

从IT背景转过去是不是太离奇?意思是:怎样的人比较有SALES的潜力? 还是如何可以积累人脉?

一开始入门的收入每个月达到5, 6K是不是很难啊?

在银行里面的RM和小公司里面的RM有什么区别?

银行里面的RM是那里找到的CUSTOMER BASE 呢?

请各位前辈指导. 多谢.

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2019-07-18 11:23

卓承

which bank?
will you have your own base of customer or you need to acquire new customers?

I've seen many successful relationship manager starting from non-banking background, so don't worry about that.

But you need to be very creative... I have a friend who used to read newspaper to find out who receives en-bloc money and find their contact in yellow pages to call them one by one...