Speaking at the CFA Financial Talent Summit in Bangalore, I decided to not focus on facts about career paths, organisational structures etc but - In wealth management you are sitting on the buy side i.e. client side of the table - Choose to be relationship manager or investment adviser/researcher depending on your temperament/interest - Know yourself - what you enjoy doing, what you are good at, what clients will pay for. if you what the world needs, it can be your purpose - It's good to work at the intersection of 2-3 skills you are decent at, if you can't be the best at one thing - Communications skills are very important; I got ahead because of my English speaking and writing (coming from a Hindi medium background) - Do your research before approaching senior people for a job or mentorship; don't waste their time with questions you can google - Build your career such that in 20 years time you can say it was worth it; I haven't spent a day in a job I didn't love - You don't know what skills/contacts you will need until you need them - First blend in, master the rules and then stand out - Prove your value before asking for salary/fees - Write or get written about a niche area in which you become the go-to person #career #cfacareers …see more