How do you pursue a Career in Wealth Management?

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Wealth Management

A Career in Wealth Management has always intrigued me. For me understanding Why I want to choose a Career in Wealth Management is phenomenally more important than figuring out How to get into Wealth Management. In my quest to learn more about a Career in Wealth Management, I found this amazing page:

Achin Jain's take!

Achin Jain invested 16 years in Wealth Management. Achin Jain has worked in Wealth Management as Co-founder in Client Alley. In Achin Jain's own words, this is how Achin Jain got into Wealth Management: "I did BE Honours from College of Engineering Roorkee and MBA from Pune University. After my education, I started working with various banks and in 2014, I started my own Wealth Management Company with my friend in the name of Client Alley." Achin Jain has a profile in Resume 2.0 format on:

Career Video on Wealth Management

In a video, Achin Jain has talked about various aspects of a Career in Wealth Management. Achin Jain started by explaining Wealth Management as: "Wealth management is a consultative process whereby the advisor gleans information about the client's wants and tailors a bespoke strategy utilizing appropriate financial products and services." The video was an engaging disposition.

I found the video unique because it talked about Education in terms of things which can be learnt from books, to excel at a Career in Wealth Management and not as a list of Qualifications, which one needs to get into Wealth Management. Achin Jain touches upon these in the Education section of the Video:
  • MS Office
  • Financial Management
  • Economics
  • Finance
Skills are the most important factor determining success in a particular Career.
Achin Jain then explains why these Skills are essential for a Career in Wealth Management:
  • Project Management
  • Problem Solving Skills
  • Business Analytics
  • Selling & Marketing Skills
  • Communication Skills
  • Analytical Skills
This Career has an interesting list of Positives.
Achin Jain believes that the following are some of the Positives of a Career in Wealth Management:
  • Meeting New People
  • Monetary Potential
  • Growth Opportunities
Challenges are the other side of Positives and this Career is no exception.
And, Achin Jain believes that one needs to prepare for following Challenges of a Career in Wealth Management:
  • Technology Advancement
  • Intense Competition

In the final section of the video Achin Jain talks about How a day goes in a Career in Wealth Management. This video is by far the best video on a Career in Wealth Management, that I have ever come across. To see the full Talk, one needs to install the LifePage Career Talks App. Here is a direct deep link of the Video:

Career Counseling 2.0

Having gained so much from a professional perspective on a Career in Wealth Management, I wanted to learn about other Careers on LifePage. Career Counseling has a new meaning with LifePage. LifePage is the world’s most evolved Career Platform. You can use LifePage to find your Career Objective. LifePage also offers the most comprehensive Career Planning process. You can use LifePage to explore more than a thousand Career Options. LifePage has the most exhaustive Career List. It is truly Career Counseling 2.0 LifePage has made a science of Career Counseling. Its awareness focussed approach is much more practical and action-oriented rather than absolutely any other Career platform. I suggest you learn more about them on:

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I continued with my research on LifePage and thoroughly studied these links to gain more perspective:
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Information about other Career Options

I also looked out for more information about other Career options and found these great articles:
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