Find a Private Banker

1. Are you new to Private Banking?
 Yes No I have 1 Private Banker 2 Private Bankers 3 & more Private Bankers

2. Which Private Banker Profile would you prefer?
 New Junior Senior 25-34 35-45 45-54 55-65 65 onwards No Preference


 English Spanish Japanese French Italian Chinese (Mandarin) Chinese (Dialect) Arabic Hindi Malay

3. What should be the expertise of your Private Banker?
 Banking Portfolio & Investments Loans & Credit Facilities Sophisticated Credit Facilities Investment Banking Corporate Banking Corporate Structuring International Asset Management Family Office Trust & Estate Real Estate Come from other Industry Not Important

4. Which Investment expertise should your Private Banker be good in
 Equities Bonds Foreign Exchange Interest Rates Commodities Unit Trust Exchange Traded Funds Structured Notes Derivatives Options Swaps, Forwards, Futures


 Hedge Funds Private Equity Distressed Assets / Debts IPOs
 Local Regional Global
 Investment Execution Active Trading Leveraged Trading

5. Why do you want to have a Private Banker?
 Portfolio and investment advice Private banking & financial services Complex financial advice Discuss money matters with someone you trust On call 24/7 No time Peace of mind Few can understand my situation, my career, business and family. I am very wealthy

6. What should your Private Banker be associated with?
 Honest Integrity Loyal Listen Trusted Driven Hardworking Smart Professional Educated Rich Socialite Elite School

7. Do you prefer your Private Banker to be?
 new and growing young and growing established and mature diverse experience and wise settled and family oriented professional sharp and polished private and low-profile good networker good listener

Same
 Culture Language Race Religion Interests

8. Are you aware that Private Bankers need to grow either their AUM or Revenue to ensure a lasting career?
 Yes Yes, I will have more than $5 Million AUM Shouldn’t the Private Bank be helping the Private Banker to grow? No

9. Do you need the service urgently?
 Yes No Within 3 Months Just Checking

More Information

Expected Funding
 $1 - 3 Million $3 - 5 Million $5 - $20 Million $20 - $50 Million $50 - $500 Million Above $500 Million

Would you like to setup with 2 or more Private Banks?
 Yes No, Only 1

How long do you expect your Private Banker to be with you?
 1 - 3 Years 4 - 5 Years 6 - 10 Years More than 10 Years

 I may follow Private Banker to the next Private Bank I may set up a Family Office I may follow Private Banker an External Asset Manager / Independent Advisory Firm

Your Name

Your Email

Contact No.

Job Title

Company

Preferred Meeting Place with Private Bank, Private Banker, if required
 My Residence My Office Private Bank Cafe Hotel Luxury Club Private Island dPB Preferred Private Lounge dPB Preferred Private Corporate Office