PWM to Product Specialist
Currently work in a client facing role on the investment side of a major private bank. CFA charterholder. Been in my job for maybe 2 months now and been in PWM since college (2015). Beginning to realize I just don't like PWM very much as far as dealing with clients, the investment side not being very stimulating and the culture is just BS sales in my opinion. I thought changing firms would help but it hasn't.
There's been a job opening for a product analyst role at a major firm come open ($100b+ AUM) and would be something I think I'd much rather enjoy. I've spoken to 20+ people in these sorts of roles over the years and I like the idea of what they do acting as an in between between wholesalers and actual PMs.
My only reservation is that I've been in my current role for 2 months. Is this actually that bad of a look? If I knew this job was coming open I would've bitten the bullet for a few more months but alas...
Earum rem itaque rerum. At dolor odit nostrum. Enim debitis fugiat rerum molestiae dolores provident quod. Quis provident voluptas qui.
Velit tempore ut architecto modi dolorem totam dolorem. Exercitationem ut eaque porro non et. Nobis sed id esse sit cum.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...