Looking for referrals to wealth management at GS, First Republic Bank, etc. In the bay area
I have over 5+ exp. In wealth management but I am looking for a great culture company. I love Fintech and had some experience prior. Please DM me. Thx#finance#interview
No referrals, just curious. What kind of net worth do your clients have?
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BHgf56Nov 27, 2021
He doesn’t have clients if he is looking for referrals for jobs. In WM firms pay you up to 300% of your trailing 12 gross revenue to join a firm. If you are a 2m producer you get 6m just to walk in the door. You interview firms and the grovel at your feet. Average client size in WM is around 2.5m, in PWM it’s 25m+.
No referrals, just curious. What kind of net worth do your clients have?
He doesn’t have clients if he is looking for referrals for jobs. In WM firms pay you up to 300% of your trailing 12 gross revenue to join a firm. If you are a 2m producer you get 6m just to walk in the door. You interview firms and the grovel at your feet. Average client size in WM is around 2.5m, in PWM it’s 25m+.