PeoplesBank’s Post

When seeking to recruit an asset management sales executive, whether for positions such as external wholesaler, hybrid, internal, IR, or national accounts manager it can take time to monetize relationships and gain sales traction. We surveyed 760 experienced wholesalers and asked them; from the point of hire; how long does it take to monetize your relationships and gain optimal sales traction.#wholesaler #mutualfund #assetmanagement #lckirk #etf#hedgefund #privatecredit

When seeking to recruit an asset management sales executive, whether for positions such as external wholesaler, hybrid, internal, IR, or national accounts manager it can take time to monetize relationships and gain sales traction. We surveyed 760 experienced wholesalers and asked them; from the point of hire; how long does it take to monetize your relationships and gain optimal sales traction.#wholesaler #mutualfund #assetmanagement #lckirk #etf#hedgefund #privatecredit

When seeking to recruit an asset management sales executive, whether for positions such as external wholesaler, hybrid, internal, IR, or national accounts manager it can take time to monetize relationships and gain sales traction. We surveyed 760 experienced wholesalers and asked them; from the point of hire; how long does it take to monetize your relationships and gain optimal sales traction.#wholesaler #mutualfund #assetmanagement #lckirk #etf #hedgefund #privatecredit

A lot of Advisers get pretty grumpy coming up to EOFY 🥵 All of the ADMIN, the follow up, chasing clients xyz... The result of being either: 1. Under-supported 2. Having to take on too many clients One thing we pride ourselves on at Pivot, is providing a top-tier service to our clients. Making sure that our T's are crossed, our I's are dotted & we're identifying every opportunity available to our clients. To do that, our Advice team needs to be supported & have the time to focus on exactly that. What we do is: 1. Every Adviser has a dedicated pod - Associate, CSO, Paraplanner. 2. They take on a book of absolutely no more than 100 clients. 3. We leverage technology to remove tedious tasks. 🤏🏼 If you're feeling the pinch this EOFY, good news is that we're hiring for one more Senior Adviser to join our Sydney HQ at Pivot Wealth. Ben Siobhan

IMPORTANT things to remember for being an excellent RM/Private Banker : A : Shallow client relationship & Low AUM ? Means this is An OPPORTUNITY to learn & grow B : Deep client relationship BUT Low AUM ? It's time to REASSESS ur time management skills C : Deep client relationship & Large AUM ? Congratz! U're on the right track for long term success D : Shallow client relationship & Large AUM ? Watch out! U're easily REPLACEABLE So, which ones are u ??? Repost from privatebankerinsider #wealthmanagement #relationshipmanager #sales

Does your company need funds? Hire a capital markets, investor relations, or investment banker. Do you need a job? Hire a recruiter. Do you need new customers? Hire a sales development rep. Whatever you need, the answer is likely a person.

Maximize your efficiency and focus on what you do best – closing deals! 💼✨ On average, agents save around 16 hours on paperwork per transaction by hiring a Transaction Coordinator. #transactioncoordinator #ProductivityBoost