Wealth Management Background Becoming Financial Analyst

Hi Guys,

I am new here and would like to seek some advices on my job transitioning.. I am currently in Wealth Management at a BB doing financial planning for HNW individuals for 2 years. My goal is to become a financial analyst and eventually complete MBA, then shoot for IB or PE.. Currently CFA level 1 and preparing interviews with BIWS courses on Financial Modeling and interviews/networking..

I know it's not easy to move laterally from WM into an analyst role, but i still would like to give it a shot.

Thanks.

 

Hey [email protected], I'm the WSO Monkey Bot and I'm here since nobody responded to your topic! Bummer...could just be unlucky but one of these topics will help shed some light:

  • Are Investment Bankers Rich? some circumstances), leverage their experience into becoming managers at companies and gaining an ... owners are kings. Ask any high net worth wealth manager who makes up his top 100 clients? Bankers = 80% ... high! I am now chosing the division I will be going into and I want to know if I can get rich in ...
  • How rich can you become through finance? achieve this level of wealth through a career in finance? ...
  • You can get rich by managing rich peoples money. Someone can become rich by helping the rich invest their riches to make them even more rich ...
  • Would you travel to third world countries to become uber-rich? a serious mind hell bent on getting rich to travel out of the comfort zone to countries like Ivory Coast in ... love to be as rich as Claude, but sometimes I wonder whether I have the stomach for it. A cubicle job ... Colombia. Fortune favors the bold indeed, but the question is- are you willing to become bold for it. Claude ...
  • Riches to Rags Stories least a few cases of some dude overextending himself financially and blowing up after a wrong turn in ... a risk analyst and he was the bread winner of the family. He sent his kids to LF at the cost of 60k/a, ... eventually got a job as a sub-PM at another fund, but the managers felt that the guy is too leveraged to make ...
  • Suddenly rich out of primarily luck. What would you do if you were me? background: I graduated from a semi-target in 2011 with a STEM major. Towards the end of my college-career ... I got in early on a financially-related start-up doing some modeling/programming work. After ... school? Become an angel investor? I'd love to hear your thoughts. Thanks!-D UPDATE: I would like to ...
  • Rich Kid Dilemma don't want to be known as just a rich kid. What I'm asking for is simple advice on what to do with ... Also, how do you make sure that girls don't want you just because of my money. Thanks to all. Rich ... Kid Problems: Do they exist? Rich kids don't have any problems... or do they? There is one ...
  • More suggestions...

Hope that helps.

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