Vault Career Guide to Private Wealth Management

Overview

Want to land a job or career in the private wealth management industry but don't know where to start? The Vault Career Guide to Private Wealth Management takes you inside the industry to make sure you can land the job you want. It covers the basics of equity and fixed income products to market and regulatory trends, and dissects career paths and job responsibilities at the both large and small firms.

Read More Show Less
... See more details below
Available through our Marketplace sellers.
Other sellers (Paperback)
  • All (3) from $46.16   
  • Used (3) from $46.16   
Close
Sort by
Page 1 of 1
Showing All
Note: Marketplace items are not eligible for any BN.com coupons and promotions
$46.16
Seller since 2014

Feedback rating:

(66)

Condition:

New — never opened or used in original packaging.

Like New — packaging may have been opened. A "Like New" item is suitable to give as a gift.

Very Good — may have minor signs of wear on packaging but item works perfectly and has no damage.

Good — item is in good condition but packaging may have signs of shelf wear/aging or torn packaging. All specific defects should be noted in the Comments section associated with each item.

Acceptable — item is in working order but may show signs of wear such as scratches or torn packaging. All specific defects should be noted in the Comments section associated with each item.

Used — An item that has been opened and may show signs of wear. All specific defects should be noted in the Comments section associated with each item.

Refurbished — A used item that has been renewed or updated and verified to be in proper working condition. Not necessarily completed by the original manufacturer.

Good
New York, NY 2007 Trade paperback 2007 ed. Good. The book has been read but remains in clean condition. All pages are intact and the cover is intact. Some minor wear to the ... spine. Trade paperback (US). Glued binding. 229 p. Contains: Illustrations. Vault Career Guide to Private Wealth Management. *****PLEASE NOTE: This item is shipping from an authorized seller in Europe. In the event that a return is necessary, you will be able to return your item within the US. To learn more about our European sellers and policies see the BookQuest FAQ section***** Read more Show Less

Ships from: Goring-By-Sea, United Kingdom

Usually ships in 1-2 business days

  • Canadian
  • International
  • Standard, 48 States
  • Standard (AK, HI)
$124.68
Seller since 2009

Feedback rating:

(22597)

Condition: Acceptable
Our feedback rating says it all: Five star service and fast delivery! We have shipped four million items to happy customers, and have one MILLION unique items ready to ship today!

Ships from: Toledo, OH

Usually ships in 1-2 business days

  • Canadian
  • International
  • Standard, 48 States
  • Standard (AK, HI)
  • Express, 48 States
  • Express (AK, HI)
$188.70
Seller since 2005

Feedback rating:

(334)

Condition: Very Good
2007-02-20 Paperback Very Good Clean, unmarked pages, minor wear to cover.

Ships from: Hoboken, NJ

Usually ships in 1-2 business days

  • Canadian
  • Standard, 48 States
  • Standard (AK, HI)
  • Express, 48 States
  • Express (AK, HI)
Page 1 of 1
Showing All
Close
Sort by
Sending request ...

Overview

Want to land a job or career in the private wealth management industry but don't know where to start? The Vault Career Guide to Private Wealth Management takes you inside the industry to make sure you can land the job you want. It covers the basics of equity and fixed income products to market and regulatory trends, and dissects career paths and job responsibilities at the both large and small firms.

Read More Show Less

Product Details

Table of Contents


Introduction     1
The Scoop     3
The Basic Functions of Wealth Management Companies     5
The Basic Functions of Wealth Management Companies     5
Financial Advisor Categories     8
The History of Private Wealth Management     10
Private Wealth Management Employers and Clients     15
The Players Today     15
Wealth Management Clients     18
Investment Products     23
Equity Investments     23
Fixed Income Investments     25
Products Requiring Accreditation     28
Positions and Job Responsibilities     31
Positions at Private Wealth Management Firms     31
Job Responsibilities     35
Getting Hired     39
Hiring Basics     41
Educational Requirements     43
Internships     45
Licensing     46
The Hiring Process     47
Resumes and Cover Letters     51
The Resume     51
Sample Private Wealth Management Resume     53
Sample Private Wealth Management Cover Letter     55
The Interview     57
The Interview Process     57
Sample Interview Questions: General Questions     58
Sample Interview Questions: Finance Questions     60
Sample Interview Questions: Situational Questions     61
Your Turn: Questions to Ask the Interviewers     63
On the Job     67
Life on the Job     69
It's All About the Clients     69
A Day in the Life: Analyst at a Wall Street Firm     71
A Day in the Life: PWM Associate at a Major Banking Corporation     73
A Day in the Life: Small-Firm Private Banker     76
Private Wealth Management Career Paths     81
The Basic Career Path     81
Changing Careers Out of Private Wealth     85
Lifestyle     87
Lifestyle Considerations     87
Uppers and Downers     91
Firm Profiles     95
Bank of America, The Private Bank     97
The Bank of New York, The Private Bank     101
Barclays Private Bank     103
Bear Stearns Private Client Services     107
Brown Brothers Harriman Private Wealth Management     111
Citigroup Private Bank     115
Commerce Bank Private Banking     121
Credit Suisse Private Banking      123
Deutsche Bank Private Wealth Management     127
Fifth Third Asset Management     133
Friedman Billings Ramsey Investment Management     135
Goldman Sachs Private Wealth Management     137
HSBC Private Bank     149
Jefferies Private Client Services     155
JPMorgan Private Bank     157
Lazard Private Client Group     165
Legg Mason Wealth Management     167
Lehman Private Investment Management     169
Lydian Wealth Management     173
Mellon Private Wealth Management     175
Merrill Lynch Global Private Client     179
Morgan Keegan Private Client Group     185
Morgan Stanley Private Wealth Management     187
Northern Trust Private Banking     191
Raymond James Financial Private Client Group     193
Royal Bank of Canada Global Private Banking     197
Smith Barney     201
Thomas Weisel Partners Private Client Services     205
UBS Wealth Management     209
U.S. Bank Private Client Group     213
U.S. Trust Wealth Management     215
Wachovia Wealth Management     217
Wells Fargo Private Client Services/Private Banking      221
William Blair Wealth Management     223
Appendix     227
Private Wealth Management Resources     227
About the Author     230
Read More Show Less

Customer Reviews

Be the first to write a review
( 0 )
Rating Distribution

5 Star

(0)

4 Star

(0)

3 Star

(0)

2 Star

(0)

1 Star

(0)

Your Rating:

Your Name: Create a Pen Name or

Barnes & Noble.com Review Rules

Our reader reviews allow you to share your comments on titles you liked, or didn't, with others. By submitting an online review, you are representing to Barnes & Noble.com that all information contained in your review is original and accurate in all respects, and that the submission of such content by you and the posting of such content by Barnes & Noble.com does not and will not violate the rights of any third party. Please follow the rules below to help ensure that your review can be posted.

Reviews by Our Customers Under the Age of 13

We highly value and respect everyone's opinion concerning the titles we offer. However, we cannot allow persons under the age of 13 to have accounts at BN.com or to post customer reviews. Please see our Terms of Use for more details.

What to exclude from your review:

Please do not write about reviews, commentary, or information posted on the product page. If you see any errors in the information on the product page, please send us an email.

Reviews should not contain any of the following:

  • - HTML tags, profanity, obscenities, vulgarities, or comments that defame anyone
  • - Time-sensitive information such as tour dates, signings, lectures, etc.
  • - Single-word reviews. Other people will read your review to discover why you liked or didn't like the title. Be descriptive.
  • - Comments focusing on the author or that may ruin the ending for others
  • - Phone numbers, addresses, URLs
  • - Pricing and availability information or alternative ordering information
  • - Advertisements or commercial solicitation

Reminder:

  • - By submitting a review, you grant to Barnes & Noble.com and its sublicensees the royalty-free, perpetual, irrevocable right and license to use the review in accordance with the Barnes & Noble.com Terms of Use.
  • - Barnes & Noble.com reserves the right not to post any review -- particularly those that do not follow the terms and conditions of these Rules. Barnes & Noble.com also reserves the right to remove any review at any time without notice.
  • - See Terms of Use for other conditions and disclaimers.
Search for Products You'd Like to Recommend

Recommend other products that relate to your review. Just search for them below and share!

Create a Pen Name

Your Pen Name is your unique identity on BN.com. It will appear on the reviews you write and other website activities. Your Pen Name cannot be edited, changed or deleted once submitted.

 
Your Pen Name can be any combination of alphanumeric characters (plus - and _), and must be at least two characters long.

Continue Anonymously

    If you find inappropriate content, please report it to Barnes & Noble
    Why is this product inappropriate?
    Comments (optional)