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Unformatted text preview: 7. What are the functions of the three types of private bankers? 8. What do we mean by “event windows” in the life of private banking clients/prospects, and how can the private banker capitalize in those events? 9. What is a “reasonable” percentage of annual growth in the number of private banking clients? 10. Why is profitability analysis a crucial element in the decision to retain or to release a client?...
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This note was uploaded on 03/05/2011 for the course FIN 4663 taught by Professor Martinez during the Fall '10 term at FIU.
- Fall '10