Our Story
The Private Banking Era (PBE) is a student-led business club established in April 2024, with goals of providing unparalleled technical aspects of private banking knowledge, helping students understand the most elite services in the banking industry, and equipping all members with the skills and expertise necessary to serve high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs). The goal is achieved through education sessions regarding the private bank’s special services (trust fund, family office, and evaluation of source of wealth), professional development sessions (wine knowledge, sporting pursuit, and wellness retreats), and guest speaker events. The strength of the Private Banking Era comes from members’ strong desire for continuous improvement and internal bonding. The Private Banking Era values members’ voices and ideas and we are committed to building a supportive and diverse community that assists each member in gaining personal and professional growth.
The Foundations
To better lead each and every member into the world of private banking, we have planned curriculums focusing on the following with a goal of building the foundations:
Prepping and Development
We strive to extend our members with knowledge outside the basics of building the foundations, and hence organized a series of professional development workshop where members will benefit from gaining insights into serving as a private banker. Some topics of the interactive stimulation sessions include: