Hi all
Buy side ER w/ ~4 years of experience + CFA. Looking to possibly switch in to PWM as the client interaction + skills learned in person finance attracts me (vs. digging through company financials). I know this may be a 'step down' in terms of quantitative skills, but im sort of done with earnings seasons + pressure of stock picking long term. I don't care about the prestige as much, more of what fits for me personally.
Any of you guys have experience or feedback on the switch, and what specific roles/company structures within PWM would best fit (perhaps less sales stuff/brining in AUM in the beginning)
Cheers,
You would probably be a good fit for Private Banking. The accounts you deal with are bigger and are client facing as well.
@"sfbroker" @"thebrofessor"
Iusto eos aliquid nam sint non omnis et. Dolorem et dolores et dolor totam veritatis. Eveniet est qui voluptatem quod et vitae. Saepe repudiandae aperiam sed et. Aliquam dolores non modi consequatur cumque qui.
Expedita laudantium ex est assumenda et enim. Animi voluptatem quo quis voluptatibus iusto praesentium vel. Ducimus pariatur sint et aperiam. Asperiores rerum natus laborum dignissimos dicta dolorum quia.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...