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Wealth Management BB vs BB Sales and Trading (Regional Office)
I have offers from both these, pay is the same, interested in both, not sure if I would be good at S&T but fancy a shot at it. Was wondering peoples opinions on the choice. Also what can senior wealth managers get paid? and if I went into the investments side of the business doesnt that open my...
Question Asked by Bulge Bracket HR
Hi Folks, So this HR person at this BB just emailed me and asked this question. What should I reply? "Can you please confirm what type of opportunities you wish to be considered for within technology?" The position is BB Wealth Management Technology Summer Analyst Program.
Family Office Database
Hi I need a family office database, can anyone please help me with that. Regards Benish [EDIT: Link to WSO list here](https://www.wallstreetoasis.com/forums/family-office-database-list)
Boutique private wealth management/operations or Summer Business Program?
I am a recent college grad, and am trying to get into Wall Street. You can see my situation from previous posts: I went to a non-target private school, tho I did well, have a ton of extracurrics, I majored in poli sci, minored in economics and Spanish. I've been applying to places left and right. I...
Except these what should I say
I am going to see a local financial advisor of Ramond James in trying to work an intern in his office, and he does not know who am I. Except introducing myself and showing my interest in wealth management what I should say or prepare? Thanks for all the help?
Morgan Stanley wealth management analyst
Hello everyone, longtime lurker recently starting posting. I have an interview coming up in a month or so for the position of a summer wealth management analyst intern with Morgan Stanley. I interned last summer with them at a different office doing private wealth management, which i learned a...
Which Offer
I need some help deciding between offers. I am a rising senior at a decent state school in the south. I am an accounting major but am looking to work in the Finance industry. I recently received an internship offer from the Transaction Services financial due diligence group of one of the big 4. I...
Hometown PWM versus Social Media start up for sophomore year
Hi, I just ended my sophomore year at a semi-target school (at Penn but not in Wharton). I was very late in securing an internship, but now have the choice to work for either a small wealth management company in my hometown or do a remote unpaid internship for a tech start up. The start up...
Difference between BofA GWIM Summer Analyst and Merrill Lynch WM Branch office internship
Any idea what the difference is between BofA 's Global Wealth and Investment Management Summer Analyst Program and the Merrill Lynch Wealth Management Branch Office Internship? Descriptions look pretty much the same, but the GWIM looks a little better. scroll to the bottom of the page:...
Wealth Management "Business Plan" Help
Long time lurker here, need some help. I just had a first round for a wealth management / financial advisor position and they now require that I submit a written "business plan" that details how I will get clients. Obviously, I have heard of this kind of thing before and I have a decent grasp of...
Wealth Management Rotational Programs
Hi there - I appreciate all the info available on this forum. I'm just interested in finding out about rotational programs within the wealth management division of banks. From what I can find out, Deutsche Bank & UBS have these programs. I'm not sure if any of the other firms do. Just wondering if...
How easy is it to switch from Wealth Management to Asset Management?
How easy is it to switch from Wealth Management to Asset Management?
Canadian Securities Course - Honours?
Hey WSO , Quick question for my fellow Canadians. Currently interning at RBC DS and was advised to get my CSC. Was wondering if it's worth putting in the extra hours to get a 85%, so that I get "honours" on the certificate? Do banks/wealth management firms even care? Or do they just want you to...
Morgan Stanley Smith Barney internship prestigious or not?
Hi Everyone, I was offered an internship by Morgan Stanley Smith Barney, which would involve working at a retail branch. It is with the global wealth management division, which serves clients with net worths of under 20 million. How does this internship stack up perhaps against some of the more well...
PE Accounting vs. Wealth Management finance
I have two choices in front of me that i desperately need help with. 1. PE accounting function within a big bank. Big banks are winding down PE positions, so i may only last one year in this PE accounting role, and then need to find a job then. I'm thinking maybe an accounting function in structured...
Internship: MM Corp Finance or UBS Wealth Management?
Hey guys, so I'm going into the summer before my senior year in undergrad at a top 100 school. I have been part-time interning with a UBS Wealth Management group, one of their top 100 groups nationally, and have a full time offer for the summer. It's not a structured program internship, but just an...
Advice Needed - Consulting/VC vs. BB PWM internship
I am asking this in regard to preparing for Jr. Summer IB internships - preferably in research. I am a rising junior and have been offered two summer internships so far: one at a bulge-bracket firm doing PWM (the kind where FAs earn commission and other finance professionals may derisively refer to...
Summer Intern: Boutique IB (but probably not too much banking work) or UBS WM?
Hi guys, So I've been given this opportunity to intern with a boutique IB in LA this summer. I'm a sophomore and I'm aiming at junior IBD internship in BB next year . If it were not for the job function I got to know from my interviewer, I'd definitely go with the boutique - just that he mentioned...
Global Wealth Management internship interview
In about a week, I have an interview with one of the big banks in the their global wealth management division here in Miami. What kind of questions should prepare for? Anything technical that I should look over (DCF valuation, financial statement interaction, etc..)? Thanks.
When to go with discount, full-service, PWM, and private banker
Does anyone know when it makes sense to go with each of these categories? And for the bankers out there, can you have a discount brokerage account? I would think there would be serious temptations that may occur arising if you could make independent trades. Regardless, when does it make sense to go...
Alliance Bernstein
Anyone know anything about internships at Alliance Bernstein?
CV boosters for banking, wealth management etc
I have a BSc (Hons) Economics (2:1) and am currently studying for a masters in Finance (both average universities) I have got no work experience except for part time (not financial related). Extra curricular activities are sport etc, just the normal. Is there anything i can do in order to boost my...
Bank of America GWIM offers
Hi I had an interview with Bank of America Global Wealth Investment Management for Global Client coverage group Analyst position. I was wondering if anyone had received any feedback after your final round interviews. I had my final round on October 18th but still have not heard from them. The last...
FT Rotational Programs in AM still available?
hi everyone, i was wondering if anyone knew of any asset managment / investment management companies that are still recruiting, particularly firms that offer rotational or development programs? i have interviewed for Northerntrust and some BB firms, but haven't heard from them yet. i want to apply...
Wealth Management vs Corporate Finance vs IBanking
Hey Guys, I am in a very complex situation. I interned at a wealth management firm in Seattle and they invited me back for full time. They manage $2 Billion and are expanding quickly. They are offering very low salary compared to what my peers at my school (top-tier) are getting. They said they need...
positioning myself to work in asia - IBD/AM/
with all the hype surrounding the rise of activity in asia, and that im an asian american anyway, im wondering how to best position myself for a job/career in SE asia (hk, china, south korea, japan) currently attending a semi target undergrad (in the U.S.), rising jr. what would be a possible...
Corporate Cash Management @ UBS
So i have an interview on wednesday for UBS with their corporate cash management group. I understand the general idea of what the group entails however I was wondering if any of you guys had any experience/ knew more in detail of what this group specializes/ specifically does (in particular an...
Wealth Management - USA vs EU
Hello Everyone, I was wondering how different wealth management is between the USA and EU? Are international employee transfers possible and at all common? Any comments would be appreciated.
JP Morgan PWM Interview
I have an in-person interview with JP Morgan Private Bank / Private Wealth Management for their 2010 PWM Analyst Class. Background on me: Senior Sociology student at top 3 public university. Marketing Consultant for our University Health Services, Advertising Chair for my freshman year dorm council,...
Wealth Management = Private Wealth Management?
I was just wondering what a Wealth Management Intern actually does. Are they the same as a Private Wealth Management Intern. Any insight on what a day in the life would be? Thanks
UBS wealth management internship... opinions
Hello all, need some advice. I'm wondering what everyone thinks about a UBS wealth management internship. It could be pretty much bullshit work, but it is a name. Please so bashing of the UBS name, its still a BB and people on the forum are in denial. Does not matter than has nothing to do with my...
ms internship questions? please answer!!
hey guys, im a soph and i just heard back from Morgan Stanley Smith Barney 's branch internship program(?) for a first round interview from my research, it basically seems like a wealth management internship? does anyone know much else about it? also, will the first round interview be mostly fit or...
UBS WM Graduate Training Program vs. JP Corporate Development Program
Hey, I recently got an offer from UBS for the the Wealth Management Graduate Training Program in Weehawken, NJ. It's a technical position (because I'm computer science), so we'll be doing two years of rotations (with each rotation lasting 6 months). Has anyone gone through this program/is in the...
Difference between Asset Management and Investment Management?
Investment and Asset Management Many of our users feel that investment management and asset management can be used interchangeably; however, some feel that there are distinctions between the two divisions. One external source describes asset management as any broad entity that oversees things of...
What will I be doing in a Merrill Lynch PWM internship
What do these internships usually entail? In other words, what kind of things would I end up putting on my resume?
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