Tips and Info NEEDED - Private Wealth Management?
Vanessa asked:
I am starting a new job at a very conservative Private Wealth Management company in an administrative role (aka bottom of the food chain, secretarial w/room for advancement). I am not very familiar with this particular region of the financial world. I need some advice!! Dos and Don’ts. good books to read, ect. Anything would be helpful, I want to walk in as prepared as I can be. Thank you!
Thanks for any advice!
I am starting a new job at a very conservative Private Wealth Management company in an administrative role (aka bottom of the food chain, secretarial w/room for advancement). I am not very familiar with this particular region of the financial world. I need some advice!! Dos and Don’ts. good books to read, ect. Anything would be helpful, I want to walk in as prepared as I can be. Thank you!
Thanks for any advice!