Finding the right candidate for the job is often a challenge in any industry, but it can be especially difficult when recruiting private client advisors.

As expert recruiters in the field of private client advisors, we have seen first-hand the importance of a strong team of private client advisors for commercial banks and wealth management divisions.

As the world of private banking moves towards the future, leaders need to keep up. Instilling the right qualities in their Private Client Advisors is essential for any business to thrive.

As the banking industry continues to evolve through the use of digital technology and big data/analytics, banks must be prepared to take advantage of the growth opportunities that this presents.

An experienced commercial bank relationship manager is essential for any commercial bank looking to maximize client retention, increase lead generation, and ensure overall customer satisfaction. RMs can provide customized solutions for clients, help with risk monitoring, and get more people in the door.

At its core, successful UHNW prospecting relies on three pillars: research, relationships and resources. Let’s delve into each one in more detail.

With the recession looming over, and the stock market bloodier than ever, employees around the world are wondering if this is the right time to switch companies.

With a wide variety of needs and expectations, private wealth advisors need to be prepared to adapt their strategies to meet the needs of each client. Here are five best practices that will help you build successful relationships with your high-net-worth clients.

According to a 2018 Financial Planning Association and Janus Henderson Investors study, 73% of private client advisors do not have a formal succession plan in place.

The ebb and flow of today’s financial market demands fierce competition. A candidate accepting your offer doesn’t mean they are locked in. They may still be looking at other offers and weighing in their options.

Applying for jobs can be an exciting and overwhelming process for candidates. Many spend hours working on their applications, applying for their dream jobs.

Your private client advisors may be well-versed in their craft but there is always room for growth. As a private wealth firm, your advisor is an asset to the team. It is important for the advisors to be educated and have a positive mindset.