HNWP, WM or AM

Hi guys, I'm new in this forum and I'd like to ask you in case any of you have experience working in any of these fields: -High Net Worth Planning -Wealth Management -Asset Management I have strong analytical skills and lots of motivation to learn everything related to these sectors. However, I haven't decided yet which one to choose. I'm wondering what would be the main technical differences between them and which one would be the best fit for my profile in order to focus on it and give my best.

Profile: • Communication skills: Debate & Public Speaking • Analytical skills: Business Analytics Background • Financial skills: Both legal & technical knowledge are my passion • In my free time I love enrolling in courses related with these sectors: M&A, PE, IB, Debt Markets & Portfolio Management.

I love estate planning but I don't like that much the sales part where you have to seek clients on & on closing sales as the bigger percentage of your time and effort. I'm good at it, but I rather be managing portfolios or doing all the technical stuff (chasing good stocks or funds, diversifying assets, finding legal schemes that benefit my clients and managing people).

Hope I can find some help here, thank you in advance 🙌😊

1 Comments
 

Quis et debitis ab deleniti error distinctio. Voluptatem quam qui qui quis nobis. Tenetur quo eos voluptatem eius ut. Itaque aspernatur consequatur animi.

Quasi doloribus et sit et ut qui perferendis. Hic animi asperiores magni tempore ea earum cumque. In non illo reprehenderit ratione dolor. Quisquam qui quia vel assumenda.

Ut atque ut facere aut ipsa animi voluptatem. Est recusandae saepe corporis id. Sint fugit perspiciatis et hic est rerum. Nam aliquam ea quibusdam repellat quo. Suscipit doloribus iure corporis dolor. Autem corrupti ullam ea. Modi nostrum accusantium sit accusamus debitis eos.

Et maxime perspiciatis veniam qui excepturi possimus. In doloribus natus ea animi porro inventore ea. Quo maxime explicabo placeat. Non consectetur pariatur qui placeat eaque quia modi. Quod quia et dolor voluptas perferendis modi. Ullam dolorem et ut natus rerum. Sequi inventore dolor temporibus deleniti autem nihil illo.

I'm an AI bot trained on the most helpful WSO content across 17+ years.

Career Advancement Opportunities

November 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • JPMorgan 01 98.4%
  • Guggenheim Partners 02 97.9%
  • Morgan Stanley 06 97.4%

Overall Employee Satisfaction

November 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 99.0%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 13 97.4%

Professional Growth Opportunities

November 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • Morgan Stanley 05 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.4%

Total Avg Compensation

November 2026 Investment Banking

  • Vice President (16) $429
  • Associates (57) $264
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (29) $183
  • Intern/Summer Associate (16) $161
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (77) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
BankonBanking's picture
BankonBanking
99.0
3
Secyh62's picture
Secyh62
99.0
4
kanon's picture
kanon
99.0
5
GameTheory's picture
GameTheory
98.9
6
DrApeman's picture
DrApeman
98.9
7
CompBanker's picture
CompBanker
98.9
8
dosk17's picture
dosk17
98.9
9
Betsy Massar's picture
Betsy Massar
98.9
10
Jamoldo's picture
Jamoldo
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”