Private Banking and Wealth Management: Client Profiling
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Private Banking and Wealth Management: Client Profiling

Intuition Publishing
Updated Sep 24, 2020

Client profiling allows wealth managers to understand each client's unique circumstances and tailor planning to meet individual needs. We describe the different stages involved in the process of meeting clients' goals. We then discuss the importance of segmenting clients into profiles, and outline the key factors that drive client satisfaction in the wealth management industry.