Transitioning to PWM/AM from commercial banking - Thoughts?

I am currently working at a prominent commercial bank in Texas trying to transition into PWM/AM at another firm. Any advice?

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“Markus was extremely helpful throughout the session. He came prepared with the questions that have recently appeared in BlackRock’s European video interviews and explained what each question was actually assessing. Rather than giving only general advice, he listened carefully to my answers, identified where my framing could create the wrong impression, and demonstrated how to restructure them. His feedback on “Why Global Trading” was particularly valuable because he helped me present trading as a genuine interest in execution, liquidity and market impact, rather than simply an area I had not experienced before. He also distinguished professional motivation from personal drive and identified which answers needed the most work. His direct but encouraging approach made the session practical, personalised and immediately useful. I left with clear priorities, specific improvements to make and a much better understanding of how to prepare for my first HireVue interview.”

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Addinator

AM

1y

What is your current role, and what are you looking to do at a PWM or AM firm?

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See my other blog posts

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Transitioning to PWM/AM from commercial banking - Thoughts?

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Transitioning to PWM/AM from commercial banking - Thoughts?

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