Wednesday, April 8, 2009

Wealth Management/Personal Trust & Private Banking



This is the description of my NEW JOB!

I was offered this position yesterday but haven’t accepted as I had another great interview yesterday afternoon.
It is with the same company but a different position.

After a restless night I think I will accept the wealth management position.




6 comments:

  1. I hope this works out for you. It can be a very stressful job without a doubt.

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  2. Good luck with the new job! I hope you have a great weekend

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  3. If you want to take it, I recommend you accept it rather than except it.

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  4. Bobby - yes I did take the job. On my 2nd week already and things are going good!

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  5. Welch & Forbes in Private Wealth Management has portfolio managers that would personally commit in offering help to their clients and to build their assets to become larger in the years to come. The managers are responsible for checking and evaluating the assets that they possess, identifying the assets or investments that need to be upgraded, evaluating the value of unused assets and those that can give assistance. The portfolio managers will give you a highly customized wealth management based on your personal goals and not on your pooled assets. The company will give priority to your needs first because Welch & Forbes is not affiliated with a brokerage firm or with a bank.

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