Marjan Najafi’s Post

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Private Banking Advisor & Trainer | Executive Coach | Mentor to Young Bankers | CEO of Qyro Partners | ICF ACC

▶ There's an unspoken truth in private banking that rarely gets addressed ◀ After my post last week, I received dozens of DMs from private bankers, thanking me for bringing up the loneliness that often accompanies the role (thank you for all the messages, btw! 🙏 ). However, I realize my post was incomplete. Most people imagine private bankers having a nice and easy life - Constantly engaged, attending luxurious events, and surrounded by high-profile clients. On the surface, it certainly looks nice and easy. But in reality, there´s so much more to it.  ▶ 𝗪𝗵𝗮𝘁 𝗶𝘀𝗻’𝘁 𝘀𝗲𝗲𝗻? The relentless pursuit of targets. The increasing expectations. The constant push to deepen relationships. It´s a high-pressure environment. So, how do you not just survive but thrive in it? Here are a few key lessons I’ve learned over 15 years in the industry: 𝟭. 𝗦𝗵𝗶𝗳𝘁 𝗳𝗿𝗼𝗺 𝗧𝗿𝗮𝗻𝘀𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝘁𝗼 𝗧𝗿𝗮𝗻𝘀𝗳𝗼𝗿𝗺𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗥𝗲𝗹𝗮𝘁𝗶𝗼𝗻𝘀𝗵𝗶𝗽𝘀: Instead of just building a client base, focus on genuine, long-lasting connections. Go beyond the surface level and truly get to know your clients. 𝟮. 𝗙𝗶𝗻𝗱 𝗬𝗼𝘂𝗿 𝗧𝗿𝗶𝗯𝗲: Surround yourself with people who understand the unique demands of your role. Whether through a mentor, a coach, or a peer group, you're stronger when you’re not navigating this journey alone. 𝟯. 𝗗𝗲𝘃𝗲𝗹𝗼𝗽 𝗘𝗺𝗼𝘁𝗶𝗼𝗻𝗮𝗹 𝗔𝗴𝗶𝗹𝗶𝘁𝘆: Mental resilience is crucial, but so is flexibility. Learn to navigate setbacks without being weighed down by them. For example, 𝘁𝗵𝗲𝗿𝗲 𝘄𝗶𝗹𝗹 𝗮𝗹𝘄𝗮𝘆𝘀 𝗯𝗲 𝗽𝗿𝗼𝘀𝗽𝗲𝗰𝘁𝘀 𝘄𝗵𝗼 𝘄𝗶𝗹𝗹 𝗿𝗲𝗷𝗲𝗰𝘁 𝘆𝗼𝘂. 𝗗𝗼𝗻 𝘁 𝗹𝗲𝘁 𝘁𝗵𝗮𝘁 𝗵𝗼𝗹𝗱 𝘆𝗼𝘂 𝗯𝗮𝗰𝗸. Learn from it and become better next time. This adaptability helps you achieve your goals without burning out. 𝟰. 𝗥𝗲𝗺𝗲𝗺𝗯𝗲𝗿 𝗬𝗼𝘂𝗿 "𝗪𝗵𝘆": In the middle of targets and numbers, it's easy to lose sight of what brought you into this profession. Reconnecting with your purpose can reignite your passion and bring clarity to the chaos. 𝗦𝘂𝗰𝗰𝗲𝘀𝘀 𝗶𝗻 𝗽𝗿𝗶𝘃𝗮𝘁𝗲 𝗯𝗮𝗻𝗸𝗶𝗻𝗴 𝗶𝘀 𝗮𝗯𝗼𝘂𝘁 𝗺𝗼𝗿𝗲 𝘁𝗵𝗮𝗻 𝗻𝘂𝗺𝗯𝗲𝗿𝘀—𝗶𝘁'𝘀 𝗮𝗯𝗼𝘂𝘁 𝗯𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝗮𝘂𝘁𝗵𝗲𝗻𝘁𝗶𝗰 𝗰𝗼𝗻𝗻𝗲𝗰𝘁𝗶𝗼𝗻𝘀, 𝗻𝗼𝘁 𝗼𝗻𝗹𝘆 𝘄𝗶𝘁𝗵 𝘆𝗼𝘂𝗿 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝗯𝘂𝘁 𝗮𝗹𝘀𝗼 𝘄𝗶𝘁𝗵 𝘆𝗼𝘂𝗿𝘀𝗲𝗹𝗳. --------- Who am I? A former #privatebanker based in #Switzerland. I now run Qyro Partners, devoted to working with #privatebanks and fueling their #growth, #sales, and #leadershipdevelopment.

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Neelam B.

Founder & CEO || Strategic Consultant || Private Banking || Wealth Management

4mo

I resonate with this deeply. The high-pressure demands of private banking are often misunderstood, but it’s the authentic relationships and emotional agility that truly define success. Thanks for shedding light on this important aspect of our industry!

Rosanna Hangawitawati

Private Banking International Credit Suisse AG, Zurich Switzerland

4mo

Really??? 🤔

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