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 🙌😊
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