This would also be the case if you are handling clients at the lower end of the HNI brackets. The advantage of this is that you get a head start in taking the lead and can prove yourself in the field sooner rather than later. JPMorgan Chase & Co. is an equal opportunity employer and affirmative action employer Disability/Veteran.


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AVP/VP, Specialist, FX Advisory, Private Banking

The key to success in a wealth management career is to maintain and foster strong relationships with clients, which makes them stay longer with the bank. From the initial positions like investment analyst, or even salesperson in the service industry where your client is High net worth individuals, you can switch to asset management work. One of the most exciting aspects of wealth management is that the learning curve never truly ends.