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Tips to join private wealth management
Bored Banker
posted on Sunday, 05 June 2011 00:53

I hate to say it but I'm increasingly finding my job in equity research no longer exciting. I want to get into private wealth management. Is there some training or study course I can take to get in?

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James Carss - Banking Career Doctor
Posted Monday, 27 June 2011 11:56 AM

Although there are available courses within this area, I am afraid that doing this on its own may not be enough to enable you to switch roles. It is more common for individuals working within that sector to do this. Your best strategy will be to develop a network of contacts within private wealth management to provide you with a strong knowledge base and facilitate a future move.

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