Hi All,
I'd really like my main character to work at one of those private banks that provide full-service banking to the wealthy. My understanding is there are banks that do everything from cash flow to investments for clients who meet minimum liquid asset requirements.
I'm in CA - I believe examples here would include First Private Bank & Trust and Private Bank of CA, if I've read their websites correctly
The character would be entry-level, maybe in an assistant or secretarial position most likely, if such a thing exists.
Has anyone worked for this kind of institution - and would you be willing to exchange a few emails? Just about the day-to-day routines and organizational structure.
THANK YOU!
Sarah (newbie here, by the way)
I'd really like my main character to work at one of those private banks that provide full-service banking to the wealthy. My understanding is there are banks that do everything from cash flow to investments for clients who meet minimum liquid asset requirements.
I'm in CA - I believe examples here would include First Private Bank & Trust and Private Bank of CA, if I've read their websites correctly
The character would be entry-level, maybe in an assistant or secretarial position most likely, if such a thing exists.
Has anyone worked for this kind of institution - and would you be willing to exchange a few emails? Just about the day-to-day routines and organizational structure.
THANK YOU!
Sarah (newbie here, by the way)