41 Min.
The Investor's Wingperson WERK iT (Why Every Role Kills It)
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- Karriere
There is over US$ 100 trillion (with a “T”) in assets under management worldwide. That is around five times the 2020 GDP of the United States. To call this a big industry would be a massive understatement.
On this episode of WERKiT, we talk to Lisa, who manages client relationships for a Japanese-based global bank. We learn the ins and outs of how Lisa communicates the needs and wants of her high-net-worth clients to the bank’s brokers and traders – creating a bridge between clients and action.
We also learn about how Lisa found herself in this role almost by accident, why she enjoys working in Singapore, and how she bridges cultural barriers between clients, colleagues, and more.
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Disclaimer: The material and information contained in this episode and on any affiliated social media accounts and websites is for general information purposes only. You should not rely upon the material or information in the episode as a basis for making any business, legal or any other decisions.
The content in this episode, on the WERKiT podcast, and on any affiliated social media and websites are the opinions of the Guest(s) and Podcasters alone. The Guest(s) and Podcasters do not represent their employers, or any other such affiliated entities including but not limited to schools, universities, governments, or companies.
There is over US$ 100 trillion (with a “T”) in assets under management worldwide. That is around five times the 2020 GDP of the United States. To call this a big industry would be a massive understatement.
On this episode of WERKiT, we talk to Lisa, who manages client relationships for a Japanese-based global bank. We learn the ins and outs of how Lisa communicates the needs and wants of her high-net-worth clients to the bank’s brokers and traders – creating a bridge between clients and action.
We also learn about how Lisa found herself in this role almost by accident, why she enjoys working in Singapore, and how she bridges cultural barriers between clients, colleagues, and more.
----------------------------------
Disclaimer: The material and information contained in this episode and on any affiliated social media accounts and websites is for general information purposes only. You should not rely upon the material or information in the episode as a basis for making any business, legal or any other decisions.
The content in this episode, on the WERKiT podcast, and on any affiliated social media and websites are the opinions of the Guest(s) and Podcasters alone. The Guest(s) and Podcasters do not represent their employers, or any other such affiliated entities including but not limited to schools, universities, governments, or companies.
41 Min.