A DAY IN THE LIFE
I selected Wealth Management...
because of the fast, complex nature of the business and depth and breadth of
opportunities.
As a Wealth Management Branch Analyst...
I needed quantitative and communication skills, a sound work ethic and an ongoing
awareness of the global marketplace. The program included four rotations over
26 months: Operations, Risk and Compliance, Business Development, and Brokerage
and Advisory. Each rotation provided exposure to an array of products and projects.
I learned to work on a team, own projects and drive results for management
and clients. I worked with distinguished professionals across business areas
to provide comprehensive solutions for clients.
A typical day...
varies per rotation but consistently includes collaboration and supporting
senior management in different initiatives to facilitate the financial advisor
business. I gathered and harmonizeed data, research products, build or modify
models, and ultimately reinforce the advisory practice to the best of my ability.
The best part of my job is...
the exposure to some of the most highly regarded managers and advisors in the
industry.
Once I have completed the program, I will have an opportunity to explore...
various roles and teams in the Wealth Management division.
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Program Details
There can be some differences between programs depending on region and time of year and overall duration. The information on this page is general and typical, but for more specific information view or download one of the tear sheets provided below for the region you're interested in.
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