Our Blog

  • Why Downtime Matters for Bankers

    In banking, the importance of downtime cannot be overstated. The Mayo Clinic has highlighted the severe consequences that ongoing stress, without sufficient rest, can have on our health. This stress, when unaddressed, not only leads to burnout but can also have a profound, negative impact on our physical and mental well-being.

  • Understanding Tech Team Challenges in Banks

    In banks and credit unions, managing tech teams involves some common issues like dealing with team members who aren't doing well and keeping everyone motivated. But, in the banking world, there are also special challenges that you don't see everywhere else.

  • Building a Stronger Business by Investing in Employee Growth

    Beyond competitive salaries and financial incentives, the true essence of a company's strength is its commitment to fostering the growth and well-being of its employees.

  • Addressing Talent Sourcing Challenges in Financial Institutions

    With the advent of the great resignation, employee burnout, and heightened turnover rates, the industry faces a daunting challenge: attracting and retaining a workforce that is not only skilled but also diverse and resilient.

  • The Wealth Market is Shifting in Private Banking

    The global wealth landscape is undergoing a monumental shift, with Asia emerging as the epicenter of affluence and radically transforming the private banking sector. A report from the Boston Consulting Group underscores this trend, projecting that Asia will eclipse the US in financial wealth by 2025, marking a pivotal moment in the global distribution of wealth.

  • Interview Questions for a Senior Private Banker Role

    Securing a position as a Senior Private Banker with a top-tier wealth management firm requires more than just an impressive resume; it demands a deep understanding of the complex needs of high-net-worth (HNW) individuals and the ability to tailor financial solutions to their unique situations.

  • Balancing Digital Innovation with Personalized Service and Top Talent

    The banking sector has witnessed a transformative shift post-pandemic, marked by a rapid move towards digital services alongside the continued importance of in-branch experiences.

  • Preparing for the Great Wealth Transfer: Strategies for a New Generation of Investors

    The Great Wealth Transfer is poised to reshape the wealth management industry significantly, requiring firms to adapt their recruitment strategies to meet evolving demands. As Baby Boomers pass their wealth, estimated between $15 trillion and $84 trillion, to younger generations, wealth management firms need to focus on hiring professionals adept in digital technologies and compliance expertise.

  • The Impact of Regulatory Changes on Commercial Banking Staffing

    How do regulatory changes influence the staffing dynamics in commercial banking? The evolving regulatory landscape brings forth many challenges and opportunities for banking professionals. As you witness the ripple effects of these changes on your organization, a crucial question emerges - how will you navigate this complex terrain to ensure [...]

  • Elevating Talent Acquisition in Commercial Banking and Private Wealth Management

    In commercial banking and private wealth management, the battleground for excellence is not just fought over assets under management or innovative financial products but, crucially, over the talent that drives success. In this highly competitive sector, the difference between leading the market and merely surviving often hinges on an organization's ability to attract, hire, and retain the best professionals. Herein lies the invaluable role of specialized wealth management recruiters—a strategic asset in the arsenal of banks committed to excellence.