Financial Planning : What Is a Personal Banker?

A personal banker is a person who will work in a financial institution and examine an individual’s selection of assets to determine what services this individual requires. Find out how personal bankers help to bring business to their clients with help from a portfolio manager in this free video on financial planning.

Expert: Gregory Bramwell-Smith
Bio: Gregory Bramwell-Smith is the relationship and portfolio manager at Bramwell-Smith Associates.
Filmmaker: David Pakman

Duration : 0:1:58

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