Frederick Kermisch's Linkedin Analytics

Private banks and private bankers hire me to help them increase their AUM (SoW & NNM). Private banks invest significant capital in their teams of private bankers and relationship managers. Most of these people are technically highly competent and highly qualified, with access to significant wealth. Yet most of them operate below their full potential, costing their employers revenue - and themselves missing out on potentially much higher compensation. For some of them, this can easily be addressed by improving their soft skills, their ability to control the frame of the conversation and lead processes with clients and prospects, reducing the risk of misunderstandings sabotaging outcomes. CEOs, team leaders and desk heads hire me when they are: - concerned their team is performing below its full potential - worried that, unless something changes, the results will not change - anxious about future results and how this will reflect on them - frustrated that "farmer" bankers are not naturally becoming "hunter" bankers - reluctant to gamble on a new hire which may not be successful - impatient to achieve better results. I help private bankers have more natural conversations with clients and prospects. These identify low hanging fruit, opportunities, and provide visibility and commitments for the banker to grow their AUM. Some private bankers also wish to invest in their career, either to save their job or improve their book, job satisfaction - and their revenue. They hire me too in order to achieve measurable results faster. Why grow the AUM? Because: - it is scalable - it can happen quickly (share of wallet) - in many cases, it NOT happening is a disservice to the client or prospect - selecting the right clients for New New Money avoids losing money with the wrong clients. This means we also work on the mindset. I coach bankers to be more comfortable having these conversations and replace "hope" with an action plan based on facts. This is the result of my banker sales coaching method. Listen to my interview with Marcus Cauchi here: https://www.podbean.com/media/share/pb-3z7ax-e3ad38 Book a call with me here: https://frederickkermisch.as.me/intro #privatebank #wealthmanagement #privatebanker #finance #banqueprivée #banquierprive #aum #shareofwallet #NetNewMoney #relationshipmanager #gestiondefortune #sales #privatebanking #banking #sales #finance