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  2. Hey Guys! Here is a discussion on the J.P.Morgan Summer Analyst program 2020. I'm currently under consideration for 4 emea positions. Do you guys have any update on superdays or interviews? Summer Analyst 2020 jpmorgan summer analyst asset management ...

    19 comments22 Nov 2019 -

  3. First, a little background. I'm a rising junior interning at a major wealth management firm this summer with career goals of investment banking after college. This summer I have primarily been sitting in on calls with advisors and shadowing them. Als ...

    92 comments23 Feb 2018 -

  4. 3 weeks into my training at one of the top 5 investment banks and I already want to quit. I am already looked down upon as the compliance guy and I am sick of it. AND this is by colleagues who haven't even hit their desk yet. I am very intelligent, a ...

    44 comments13 Aug 2016 -

  5. Hello all, need some advice. I'm wondering what everyone thinks about a UBS wealth management internship. It could be pretty much bullshit work, but it is a name. Please so bashing of the UBS name, its still a BB and people on the forum are in denial ...

    56 comments12 Apr 2019 -

  6. In about a week, I have an interview with one of the big banks in the their global wealth management division here in Miami. What kind of questions should prepare for? Anything technical that I should look over (DCF valuation, financial statement interact ...

    32 comments6 May 2020 -

  7. I have an upcoming interview with Goldman IMD. Is this mostly fit or will there be technical questions too? How in depth do I need to know the market atmosphere? investment management goldman sachs interview process Goldman Sachs Investment Management is ...

    48 comments13 Feb 2018 -

  8. Hi Everyone, I was offered an internship by Morgan Stanley Smith Barney, which would involve working at a retail branch. It is with the global wealth management division, which serves clients with net worths of under 20 million. How does this internship s ...

    46 comments12 Apr 2019 -

  9. Why is wealth management/financial advising looked down by most people on Wall Street? It's one of the highest revenue generators for the banks. I understand it's a glorified sales position when starting out but after you've built your book ...

    42 comments12 Jun 2016 -

  10. Hey Guys, I am in a very complex situation. I interned at a wealth management firm in Seattle and they invited me back for full time. They manage $2 Billion and are expanding quickly. They are offering very low salary compared to what my peers at my schoo ...

    25 comments6 May 2020 -

  11. Hello everyone, longtime lurker recently starting posting. I have an interview coming up in a month or so for the position of a summer wealth management analyst intern with Morgan Stanley. I interned last summer with them at a different office doing priva ...

    27 comments12 Apr 2019 -

  12. I'm a second/third year analyst at a BB Private Bank in the Southeast US, and need advice on where to take my career from here. The way I see it these are my options at the moment: Climb the ladder at my current bank and try to move internally Go to ...

    21 comments11 Apr 2017 -

  13. Hi guys, So I've been given this opportunity to intern with a boutique IB in LA this summer. I'm a sophomore and I'm aiming at junior IBD internship in BB next year. If it were not for the job function I got to know from my interviewer, I&# ...

    33 comments21 Apr 2011 -

  14. What would people choose if they had a front office markets position with DB but also had a private wealth management offer for a BB in more typical financial hub. What do people think of the two, what would my exit opportunities out of a regional office ...

    14 comments6 May 2020 -

  15. Hey WSO, Quick question for my fellow Canadians. Currently interning at RBC DS and was advised to get my CSC. Was wondering if it's worth putting in the extra hours to get a 85%, so that I get "honours" on the certificate? Do banks/wealth m ...

    13 comments6 May 2020 -

  16. Family Office Database

    Asset Management

    Hi I need a family office database, can anyone please help me with that. Regards Benish [EDIT: Link to WSO list here](https://www.wallstreetoasis.com/forums/family-offi...) wealth management Family office Salary ...

    14 comments12 Apr 2019 -

  17. Citi Private Bank Information

    Job Search Advice

    I have been trying to research Citi Private Bank, but there really isn't a lot of information online. I have an offer from Citi Private Bank and was looking to hear what people had to say about them. I was wondering if anyone had any experience/insig ...

    15 comments20 May 2016 -

  18. Does anyone know when it makes sense to go with each of these categories? And for the bankers out there, can you have a discount brokerage account? I would think there would be serious temptations that may occur arising if you could make independent trade ...

    22 comments26 Feb 2011 -

  19. Hey all, did a search in the forums and extensive research online, and am trying to decide which option is better for people starting in finance (assuming all things else are equal: employer matches etc). Would be very grateful to any advice or wisdom sha ...

    17 comments2 Aug 2013 -

  20. Hi all, About nine months ago, I was let go from my first post-grad position at a small RIA (a story that I shared here previously). I've since met up with my former boss a few times, and he confirmed that my position was eliminated- they haven' ...

    9 comments12 Dec 2018 -

  21. Investment and Asset Management Many of our users feel that investment management and asset management can be used interchangeably; however, some feel that there are distinctions between the two divisions. One external source describes asset management as ...

    14 comments12 Mar 2018 -

  22. JP Morgan PWM Interview

    Other Industries

    I have an in-person interview with JP Morgan Private Bank / Private Wealth Management for their 2010 PWM Analyst Class. Background on me: Senior Sociology student at top 3 public university. Marketing Consultant for our University Health Services, Adverti ...

    18 comments17 Apr 2010 -

  23. How easy is it to switch from Wealth Management to Asset Management? wealth management ...

    15 comments8 Aug 2014 -

  24. How should you approach the situation where you have a current internship in Wealth Management but get an IB Offer? I am a sophomore and have an internship at MS in Wealth Management, but I am entering my business school this summer as a Junior Transfer ( ...

    9 comments12 Apr 2018 -

  25. Hey guys, so I'm going into the summer before my senior year in undergrad at a top 100 school. I have been part-time interning with a UBS Wealth Management group, one of their top 100 groups nationally, and have a full time offer for the summer. It&# ...

    14 comments20 May 2011 -

  26. What do these internships usually entail? In other words, what kind of things would I end up putting on my resume? Merrill Lynch wealth management Salary ...

    14 comments11 Jun 2009 -

  27. Hey y'all!! I wanted to ask about breaking out of management consulting in the financial services industry, and transitioning into a private wealth management/private banking role. Generally on my background: *Consulting sales experience *Solid netwo ...

    7 comments6 May 2020 -

  28. Hey all, Trying to determine my next move. Spent the last 2.5 years (right out of undergrad) at a family wealth management office. Not much room for growth so looking at other opps within private wealth management/banking. Any specific programs or compani ...

    10 comments15 Dec 2015 -

  29. hey guys, im a soph and i just heard back from Morgan Stanley Smith Barney 's branch internship program(?) for a first round interview from my research, it basically seems like a wealth management internship? does anyone know much else about it? also ...

    13 comments12 Feb 2010 -

  30. I have offers from both these, pay is the same, interested in both, not sure if I would be good at S&T but fancy a shot at it. Was wondering peoples opinions on the choice. Also what can senior wealth managers get paid? and if I went into the investme ...

    11 comments8 May 2013 -

  31. I basically understand the scope difference, but more speaking in terms of perspectives, hours and salary. Thanks wealth management Paris France Life vibes ...

    8 comments21 Sep 2017 -

  32. Hi Folks, So this HR person at this BB just emailed me and asked this question. What should I reply? "Can you please confirm what type of opportunities you wish to be considered for within technology?" The position is BB Wealth Management Techno ...

    11 comments11 Mar 2013 -

  33. I was just wondering what my options were as far as working with people, as opposed to companies, besides wealth management? wealth management ...

    9 comments4 Aug 2014 -

  34. Hey all, I was wondering if anyone can share some insight on what the starting salary and career progression looks like starting off as a financial advisor at a bulge bracket like MS or JPM. I recently just graduated this summer after having to take one c ...

    7 comments12 Sep 2017 -

  35. I have an interview for a BB in their PWM business for a portfolio construction analyst role. It's entry level for a team within the division. Won't be part of an advising team, but an internal team that helps advisers with asset allocation, qua ...

    7 comments8 Apr 2016 -

  36. Hi! I'm starting a wealth management internship soon, and I'll be a sophomore in the fall at a target school. Any advice/things I should do to prepare for this internship? Thank you! freshman wealth management ...

    8 comments2 Jun 2013 -

  37. I am going to see a local financial advisor of Ramond James in trying to work an intern in his office, and he does not know who am I. Except introducing myself and showing my interest in wealth management what I should say or prepare? Thanks for all the h ...

    8 comments30 Oct 2012 -

  38. Hey buddies, long time no see. I was wondering what salary I could expect as an entry level position in an asset management/ pwm firm based in London. I have 2 previous experiences (internships in consulting & IB) and I don't know what could be m ...

    5 comments6 May 2020 -

  39. So I have a interview coming up for PWM at a BB and I would like to know how technical the interview questions will get. From what I understand, PWM mostly focuses on fit questions and less on technical, but I am still unsure on what to prepare for. Any i ...

    6 comments24 Aug 2017 -

  40. Hey Monkeys, I was just wondering if I could get some help from you guys. So I work for a real estate crowdfunding company called Sharestates. And in order to broaden our investor base, we are trying to contact any wealth management people. If you any of ...

    7 comments25 Mar 2015 -

  41. DeletedDeletedDeletedDeletedDeletedDeletedDeletedDeletedDeletedDeletedDeletedDeletedDeletedDeletedDeletedDeleted wealth management phone interview stock pitch ...

    6 comments20 Jun 2017 -

  42. Any idea what the difference is between BofA 's Global Wealth and Investment Management Summer Analyst Program and the Merrill Lynch Wealth Management Branch Office Internship? Descriptions look pretty much the same, but the GWIM looks a little bette ...

    7 comments12 Feb 2012 -

  43. Hi guys, just curious if anyone here has heard of SJP? They sound more like a fund of funds though. Just wondering what the exit opps etc are from joining a big wealth manager like these guys? sjp wealth management Salary ...

    6 comments20 Apr 2015 -

  44. Bessemer Trust Culture

    Asset Management

    Not much info on here for Bessemer Trust. Anecdotal stories have suggested that they have a very conservative culture. Anyone else have experience working for them or have an idea of the culture? PWM private banking AM wealth management Salary ...

    6 comments10 Sep 2013 -

  45. I am asking this in regard to preparing for Jr. Summer IB internships- preferably in research. I am a rising junior and have been offered two summer internships so far: one at a bulge-bracket firm doing PWM (the kind where FAs earn commission and other fi ...

    6 comments16 May 2011 -

  46. Corporate Cash Management @ UBS

    Investment Banking

    So i have an interview on wednesday for UBS with their corporate cash management group. I understand the general idea of what the group entails however I was wondering if any of you guys had any experience/ knew more in detail of what this group specializ ...

    6 comments1 Jun 2010 -

  47. Hello all, Hope this is the right forum or sub-forum to post my question. If it's in the wrong forum, could the mods mods move it to the appropriate one? Thx My friend is thinking of moving to Toronto or NY from Hong Kong and currently his job title ...

    4 comments6 May 2020 -

  48. I am a recent college grad, and am trying to get into Wall Street. You can see my situation from previous posts: I went to a non-target private school, tho I did well, have a ton of extracurrics, I majored in poli sci, minored in economics and Spanish. I& ...

    5 comments24 May 2014 -

  49. I am currently a sophomore at a non-target, main objective is a front office SA /Full Time position. Any of your thoughts or opinions would be great. I am currently considering the following positions for an internship this summer: Merrill Lynch Wealth Ma ...

    4 comments6 May 2020 -

  50. Alliance Bernstein

    Asset Management

    Anyone know anything about internships at Alliance Bernstein? Internship Investment Research wealth management Salary ...

    5 comments19 Jan 2011 -

  51. Hey, I recently got an offer from UBS for the the Wealth Management Graduate Training Program in Weehawken, NJ. It's a technical position (because I'm computer science), so we'll be doing two years of rotations (with each rotation lasting 6 ...

    5 comments26 Nov 2010 -

  52. Wealth Management- USA vs EU

    Asset Management

    Hello Everyone, I was wondering how different wealth management is between the USA and EU? Are international employee transfers possible and at all common? Any comments would be appreciated. wealth management Salary ...

    5 comments12 May 2010 -

  53. Background info: I am a Finance major in my senior year at a non-target university, with a less than desirable GPA. I've managed to hedge my poor academic decision making with quality experience on my resume, in the form of a stock analyst internship ...

    3 comments7 Nov 2019 -

  54. Hi, I'm very interested in working in wealth management as an analyst/ associate (working with clients, equity research, analysis) as a job out of a target school, however I do not want to be an Advisor in the long run. Is this a good route to take? ...

    4 comments20 Sep 2014 -

  55. Hi guys, I am a junior and I'm currently working in wealth management division for bulge bracket company as a part time employee now (After working for them for 10 months I've transitioned into part time employee or Clients Services Associate). ...

    3 comments6 May 2020 -

  56. Would like to get your thoughts on being a research analyst for a wealth manager. The position would entail doing third party manager research and due diligence. How are wealth management research analysts viewed, given financial advisers are at the front ...

    3 comments28 Apr 2018 -

  57. Hi Guys, I am between two offers. The first is for an internal wholesale gig, working for a highly respected investment management firm; the second is for an analyst position at a newly established RIA (AUM of ~200MM), where my functions would include pla ...

    3 comments26 Apr 2018 -

  58. Looking for some reviews on some. I know Wealthfront is big and Exeq seems to be an up and comer in beta, but not entirely sure. wealth management ...

    3 comments8 Dec 2016 -

  59. Hello WSO Community, I've been trying to find ways of breaking into the finance industry- possibly asset/wealth management, however, I don't have a background in finance/econ (I work in tech. and have for the past 5 years). I do a lot of self st ...

    3 comments12 Mar 2014 -

  60. Hey Guys, I just rounded out my first semester of Junior Year absolutely terribly, including getting a C in my Corporate Finance class. While I wasn't doing extremely stellar before, I was somewhat coasting along. I'm terribly concerned, and sin ...

    2 comments21 Dec 2019 -

  61. This internship job description from a BB could fall under many categories and was simply labeled as "Fall Analyst"-- what would you title it for say LinkedIn? intern internship analyst Investment Banking wealth management BB private equity ...

    2 comments26 Jul 2018 -

  62. Which Offer

    Asset Management

    I need some help deciding between offers. I am a rising senior at a decent state school in the south. I am an accounting major but am looking to work in the Finance industry. I recently received an internship offer from the Transaction Services financial ...

    2 comments6 May 2020 -

  63. Had some questions about wealth management to explore my career actions. What are the various duties involved besides the obvious? What are the hours like? Vacation time? What is the compensation? wealth management ...

    2 comments4 Oct 2014 -

  64. About PWM

    Job Search Advice

    So here is the story: I applied for a BB job through my school's career website, the job description didn't specify which division the opening was from. Later I found out from the disclaimer under the associate's email the opening is at PWM ...

    2 comments18 Jan 2014 -

  65. Hi, I just ended my sophomore year at a semi-target school (at Penn but not in Wharton). I was very late in securing an internship, but now have the choice to work for either a small wealth management company in my hometown or do a remote unpaid internshi ...

    2 comments14 Jun 2012 -

  66. I have a BSc (Hons) Economics (2:1) and am currently studying for a masters in Finance (both average universities) I have got no work experience except for part time (not financial related). Extra curricular activities are sport etc, just the normal. Is t ...

    2 comments3 Jan 2011 -

  67. Hey guys, I'm set to start a full-time Wealth Management Analyst program at a top BB next year in New York (HQ) after having gotten a return offer from my internship. There isn't much transparency out there on WM salaries or career progression o ...

    1 comment6 May 2020 -

  68. Hi Everyone, Got an invite for DB Wealth Management. Wanted to know if anyone has any experience with DB WM superdays? What sort of questions do they ask? How do you bets prepare? Is it more technical or behavioural. They have informed me that it'll ...

    1 comment1 Feb 2020 -

  69. I recently went through the interview process for a "Wealth Management Associate" position with Morgan Stanley and was hoping someone could give me some insight on exactly what the position really looks like on a day to day. I'm far less in ...

    1 comment29 Jan 2020 -

  70. I recently went through the interview process for a "Wealth Management Associate" position with Morgan Stanley and was hoping someone could give me some insight on exactly what the position really looks like on a day to day. I'm far less in ...

    1 comment29 Jan 2020 -

  71. Background info: I am a Finance major in my senior year at a non-target university, with a less than desirable GPA. I've managed to hedge my poor academic decision making with quality experience on my resume, in the form of a stock analyst internship ...

    1 comment7 Nov 2019 -

  72. Got a call from Deutsche Bank in Florida for a portfolio manager position in their structured lending wealth management COO division. I had read they are trying to grow wealth management division so it makes sense they are recruiting for this now. I' ...

    1 comment6 May 2020 -

  73. Have been networking for the past few months and have noticed that every single person I have spoken to in WM (aged 45-65) has recommended getting an MBA or attending some other kind of masters program directly after finishing undergrad. Anyone know why t ...

    1 comment10 Oct 2019 -

  74. Hi all, posting here for some advice and opinions on my situation. So long story short, I'm hoping to break into investment banking or M&A Consulting... but I'm a part of that group of people who found this "interest" late in the p ...

    1 comment6 May 2020 -

  75. With law makers, and State officials starting to draw up legislation to legalize cannabis in New York. Analysts and Experts from the industry are estimating the market could be worth in excess of $1 billion USD and offer a profitable alternate produce for ...

    1 comment6 May 2020 -

  76. FA Team Agreements

    Asset Management

    I am considering joining an FA team as a rookie, no current book, transitioning to wealth management after 10 years in a different capacity within finance at a major wirehouse. Does anyone know how to approach this? Are there standard agreements in place ...

    1 comment13 May 2019 -

  77. Breaking Back Into Banking

    Job Search Advice

    Hello fellow monkeys. I have a question for you all. I am currently working in the billing office of a well-known law-firm in the NYC area for about 3 months. Could not find banking job out of college so took law-firm gig. Graduated from a non-target and ...

    1 comment6 May 2020 -

  78. "You can apply the same principles to a bank account as a driver-less car" Here is an interesting article that talks about new uses for AI in consumer banking: In Canada, millions of people are handing over control of their money. Not to an expe ...

    1 comment6 May 2020 -

  79. Hey all, I recently received an offer from FINRA for market regulation (20/hr + relocation costs for the summer). I am late to the game and am glad to have an offer, but given that it doesn't fit my ideal career path I am curious to accept it. I' ...

    1 comment7 Mar 2019 -

  80. Is it mostly just a sales position? What specific tasks are interns expected to complete?............ asset management wealth management PNC intern Salary ...

    1 comment21 Jan 2019 -

  81. Hi all, I am new to WSO and have fallen in love with everyone's sense of help and guidance. I think I am in a difficult and different situation so I figured I would ask your opinions. I am currently in Wealth Management at one of the big four WM firm ...

    1 comment19 Apr 2018 -

  82. TLDR: It's not about technology, it's about brand value and how people inherently attribute trust I recommend reading the source post here w/ pictures & better formatting: https://ejahead.wordpress.com/2018/04/11/blockchai... Oh boy, I' ...

    1 comment11 Apr 2018 -

  83. Hey guys. if you haven't seen my introduction thread, I'm bnsly, a high school student from the Bay Area. Anyways, I have been considering applying to an internship quite recently but was disappointed to find out that it was for those with at le ...

    6 May 2020 -

  84. deleted this deleted this deleted this deleted this deleted this deleted this deleted this deleted this deleted this Investment Banking Commercial Banking wealth management summer internship ...

    1 comment10 Nov 2017 -

  85. with all the hype surrounding the rise of activity in asia, and that im an asian american anyway, im wondering how to best position myself for a job/career in SE asia (hk, china, south korea, japan) currently attending a semi target undergrad (in the U.S. ...

    1 comment6 May 2020 -

  86. On-Site Interview next week: JPMorgan Chase Digital Wealth Management (DWM) BA role. More Digital/Content Marketing focused than your standard IB or AM role. First Wall Street interview with any of the big banks. Should I use the STAR/case study method to ...

    12 Aug 2017 -

  87. Hi everyone, I just came across this offer and I'm pretty confused about the actual content of the program **The job title says: ** Graduate Talent Program 2017, Client Lifecylce Management UBS Zurich, CH **Description is: ** Are you ready to take on ...

    19 Jul 2017 -

  88. wsomentors's blog In case you missed our August 20th webinar entitled Life Inside a Fee Only Wealth Management Firm, have no fear. The full recording of the webinar can be found below (free until Thursday night when it goes into our video library). S ...

    1 comment11 Sep 2014 -

  89. Hi guys, Does anyone have any experience with the banker team structure at Citi's PB? My understanding is that it's composed in the way I list below, but is this correct? Also, what's the difference between an Associate Banker and Banker As ...

    8 Apr 2017 -

  90. What do you think has more long-term job security and income potential? Being a Relationship Manager as a Commercial Banker or Private Banker? Seems like everyone is trying to be a Financial Advisor these days. Building a book of business is going to take ...

    1 comment6 Apr 2017 -

  91. HI, I have been invited to an assessment centre at RBS- Coutts Bank on Wednesday. This is my first banking/ finance assessment centre and I am very nervous as I have no background in finance. I was wondering if anybody has taken part in the RBS / Coutts b ...

    1 comment21 Jan 2017 -

  92. Hi All, I've been reading WSO for a while not but haven't written or commented much. Last weekend I sat for Level 3 of the CFA Exams and feel pretty confident about it after passing the first two levels on my first try. My question for the commu ...

    12 Jun 2016 -

  93. Long time lurker here, need some help. I just had a first round for a wealth management / financial advisor position and they now require that I submit a written "business plan" that details how I will get clients. Obviously, I have heard of thi ...

    4 Jan 2012 -

  94. Hi there- I appreciate all the info available on this forum. I'm just interested in finding out about rotational programs within the wealth management division of banks. From what I can find out, Deutsche Bank & UBS have these programs. I'm ...

    1 comment14 Aug 2011 -

  95. I have two choices in front of me that i desperately need help with. 1. PE accounting function within a big bank. Big banks are winding down PE positions, so i may only last one year in this PE accounting role, and then need to find a job then. I'm t ...

    1 comment20 May 2011 -

  96. Bank of America GWIM offers

    Other Industries

    Hi I had an interview with Bank of America Global Wealth Investment Management for Global Client coverage group Analyst position. I was wondering if anyone had received any feedback after your final round interviews. I had my final round on October 18th b ...

    12 Nov 2010 -

  97. hi everyone, i was wondering if anyone knew of any asset managment / investment management companies that are still recruiting, particularly firms that offer rotational or development programs? i have interviewed for Northerntrust and some BB firms, but h ...

    6 Nov 2010 -

  98. I was just wondering what a Wealth Management Intern actually does. Are they the same as a Private Wealth Management Intern. Any insight on what a day in the life would be? Thanks wealth management ...

    1 comment3 Mar 2010 -