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Cluster Family Office Blog

My friend is not suitable as a bank manager. But she has recovered a lot.

My friend Mafalda and her brother Guillermo, both bank workers, attended a few days ago some courses for private banking managers given by the Foundation of Private Banking and Personal Banking Managers and Advisors (Fundación de Gestores y Asesores de Banca Privada y Banca Personal).

They wanted to take these courses in order to be able to provide professional advice to their clients at the bank where they work. Their bosses had strongly recommended them to enrol in order to promote them as Personal Managers of small and medium-sized clients. If they became established in the position, they would subsequently be offered a job in the Master for Key Account Managers The Foundation also offers a course, with much more aggressive techniques to deal with the high competitiveness in attracting high-level clients.

She was so impressed by the course that the following week she was recommended that he resigned from his job because of an acrimonious conversation with the head of the bank's private banking department.

When she has finished her anxiolytic treatment she will start working full time, for the time being she only works in our family office in the afternoons. It has been good for her to be able to relax in the Fresh Family Office area and she has recovered a lot.

A few days ago I called his brother to congratulate him on his promotion. He was given a diploma and a commemorative video of the postgraduate course.

[youtube=http://www.youtube.com/watch?v=3-19YcZP_II]
Guillermo asked me for an appointment and he seemed very agitated. I think he likes me.

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