The Truth about Wealth Management | Should you Become a Wealth Manager in 2020? finance wealth management



2020년에 투자 고문 또는 자산 관리자가 되는 것은 소득 잠재력으로 인해 일부 사람들에게 매력적으로 보일 수 있습니다. 이 비디오에서는 자산 관리 경력을 고려하고 있다면 고려해야 할 몇 가지 위험과 도전에 대해 설명합니다. 이 영상에서 조금이라도 도움이 되셨다면 좋아요를 눌러주세요! #wealthmanagement 저에게 연락하십시오: www.instagram.com/jmspn .

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The Truth about Wealth Management | Should you Become a Wealth Manager in 2020?
The Truth about Wealth Management | Should you Become a Wealth Manager in 2020?

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The Truth about Wealth Management | Should you Become a Wealth Manager in 2020?
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26 thoughts on “The Truth about Wealth Management | Should you Become a Wealth Manager in 2020? finance wealth management

  1. I’m 22 as investment associate in private wealth management. I totally recommend it! I’m in the ultra high net worth group and create meeting books and whatever the pm I work with needs. It is very easy and hopefully I will be pm in 2-3 years.

  2. if you want to work in investments, do not become a financial adviser. I was one for a short while and was no good at it because its a purely sales role. You do not learn or need to know anything about investing. You are just pushing financial products of your business partners down clients throats- sometimes not in their best interest, but because you are associated with this particular bank or financial services company you have to recommend their products even if there are better options out there.

  3. Robots will not replace people who have the actual knowledge to help you build real wealth. I pick individual stocks, I’m a stock guy. I also have money invested into a hedge fund that gives me a 6% ROI monthly. I do not see robots being able to guarantee a 72% annual ROI to customers. Knowledge will always be power. Those that have the knowledge will always be valuable. That’s just my two cents

  4. i'm an introvert, and currently majoring in chemical engineering (1st year). i'm planning to shift to BS Finance, but i'm afraid since i've been a STEM student my entire life. it's like stepping into a new domain. also i'm not used to reporting, presenting, recitations and all that, but i do well in math. so what advice can you give about speaking more and being a better communicator?

  5. He is wrong.. people are good in their profession but most of them have no idea about investing. Some clients have million of dollars lying in their bank account and they don't know what to do about it.
    Better to pay 1% to a wealth manager rather then messing it up yourself.
    I am in Wealth Management professional and love it !

  6. This job has become a ''Relation mangement'' job… products are being picked by ''corporate'' for you. More and more Financial planners and financial advisors cant pick investment for ''you'' without approval of their firm…It's a reason I left… I was told : you a financial planner, you dont manage investments…. my answer: okay, but i get paid on the investments I sell because the clients agree to transfer their assets to me due to my awesome financial plan… which i did for free and don't get paid for unless they ''invest''. Also, the pay are going down by 20% a year minimun… most instutitons do their client acquisitions through recrutment. My mom had the same story as your senior financial advisor.. she signed 100 clients from 1 booth once in the 90's … now if you get 1 person from a booth it usually a luck and a miracle if he qualify to the minimun assets.

  7. While I agree with your automation, it's the job of the analyst now to check if numbers crunched by roboadvisors make sense. I don't think anyone would trust a computer over a human being to interpret data and give portfolios based on data. But definitely the data itself can be generated by automated entities.

  8. i graduate next month with a degree in finance from Long Island University. I'm applying with Bank of America for the role of client wealth associate. I also have a certification as a Chartered Financial Consultant

  9. I guess i will become a dentist and then invest my own money in the stock market. If this guys know how to buy companies, then why don’t they save 50k and start doing it i bet in 30 years they will have a few millon if they really know.

  10. You are talking only related to sales roles involved in wealth/asset management… Please put some more info related to only investment roles involved in asset management like Equity analyst, fixed income analyst, senior research analyst and career progression to junior and than senior portfolio Manager…. How are there salary, how much they get from 2 percent of management fees of AUM and what commission they get from Profit they make on AUM…. HOPE you will reply and make video on it…

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