How do I start a Career in Wealth Management?

Wealth Management

I find a Career in Wealth Management very interesting. Internet is brimming with pages on How to get into Wealth Management, while I want to first understand What is a Career in Wealth Management. In my quest to learn more about a Career in Wealth Management, I found this amazing page:

Achin Jain's perspective!

Achin Jain has worked in Wealth Management for 16 years. 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." It was an amazing video with great information.

We all know that only 10% of what is taught in Wealth Management is actually used in real life. The education section of the video clearly explained what is the 10% needed in Wealth Management. Achin Jain touches upon these in the Education section of the Video:
  • MS Office
  • Financial Management
  • Economics
  • Finance
This Career demands specific Skills which only an experienced professional can lay out.
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

This disposition on a Career in Wealth Management was just the starting point of my research on LifePage. LifePage can help you find your Career Objective. 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 I think LifePage is doing an amazing job of connecting real professionals with Career seekers. It is truly an amazing innovation in the area of Career Counseling. You can learn more about LifePage on:

Similar Career List on LifePage

I continued with my research on LifePage and thoroughly studied these links to gain more perspective:
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  • Career in Financial Marketing
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  • Career in Internal Audit
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  • Career in Financial Planning
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  • Career in Value Investing
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  • Career in Investment Management
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  • Career in Wealth Management
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  • Career in Financial Control
    [Management Controller | Servier]

Information about other Career Options

The more one learns about Careers the better one is equipped to take a good decision, explore these:
  • Career in Professional Singing

  • Career in Playing Tabla

  • Career in Entrepreneurship

  • Career in Physiotherapy

  • Career in Dancing

  • Career in Residential School Teaching

  • Career in Anchoring

  • Career in HR Business Partnering

  • Career in Book Publishing

  • Career in Hotel Management

  • Career in Event Management

  • Career in Event Decoration

  • Career in Education Entrepreneurship

  • Career in Chemical Engineering Research

  • Career in Food Quality Control

  • Career in Dentistry

  • Career in License Compliance

  • Career in Plant Ecology & Conservation

  • Career in Relaxation Therapy

  • Career in Playing Cricket

  • Career in Design Consulting

  • Career in Journalism

  • Career in Construction Management

  • Career in Travel Photography

  • Career in Psychology

Interesting Career Articles

Invest in your Career decisionInvest in your Career decision
Mission IIT JEE – India’s biggest tragedy!Mission IIT JEE – India’s biggest tragedy!
How and Why of choosing a CareerHow and Why of choosing a Career
LifePage App – choose a Career in 3 stepsLifePage App – choose a Career in 3 steps
Resume 2.0 – based on functional areas not designationsResume 2.0 – based on functional areas not designations

While browsing through internet, I came across this amazing Interior Design practice from the best Design Company in India. Based in Dehradun, they provide architecture, interior, landscape and planning services. Have a look at

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