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Career Story: Vice President Of Wealth Management At A Financial Services Company

Vice President Of Wealth Management At A Financial Services Company

Job Title: Vice President Wealth Management

Type of Company: I work for a large financial services company. I work on the wealth management side of the business and I help affluent individuals design comprehensive financial solutions and investment strategies.

Education: BA in Economics and Business

Previous Experience: I worked as an intern in private banking.

Job Tasks: I am a founding member of a private banking team at the company where I work. I am responsible for developing financial strategies and solutions as well as creating models to meet those specific client goals. I am the head of marketing and business acquisition, heading the team's structured and corporate lending programs for ultra high net worth clients. I select and monitor our institutional money managers for the client portfolios.

On a daily basis I work with clients to truly understand what drives them and "issues" they may think about. It could mean discussing retirement or wealth transfer or discussing profitability with business owners. Once these discussions evolve I work tirelessly to develop a customized strategy to help them realize their dreams.

I am one of three partners on my team. We have three dedicated sales associates who are focused on client service and administration. We measure all of our success by the number of goals we help our clients to achieve.

Best and Worst Parts of the Job: The best part of my job is that I truly feel like I'm helping people. The best part of my job is that it also allows me to have a great quality of life. I can spend time with my family and know that this is a business I've built to last a lifetime not 15 years.

The worst part about my job is that I need to manage people's money and talking to anyone about their money in good or bad times is always difficult and emotional. Times like we are experiencing now (March, 2009) IS THE WORST PART OF MY JOB! No one has any confidence or trust in ANYONE and that's very difficult to deal with on a daily basis.

Job Tips:
1. When thinking about your career try to do internships in several areas of finance. This will help you to quickly figure out what your true interests are and will help in your interviews.

2. If you decide to work in wealth management/private banking you should start to think about how you're going to build a business because that's truly what you'll need to do

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California College San Diego
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Change the World with American University

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San Joaquin Valley College
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San Joaquin Valley College - A Private Junior College.

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