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Upgrade to ProYou are a Wealth Analyst at Morgan Stanley. The private banking team needs to segment active accounts into balance quartiles within each account type so they can identify top-tier clients and underperforming accounts. For each active account, assign a quartile (1 = highest balances, 4 = lowest) and a human-readable label.
You are a Wealth Analyst at Morgan Stanley. The private banking team needs to segment active accounts into balance quartiles within each account type so they can identify top-tier clients and underperforming accounts. For each active account, assign a quartile (1 = highest balances, 4 = lowest) and a human-readable label.