How do you pursue a Career in Wealth Management?

Wealth Management

I find a Career in Wealth Management very interesting. I want to first understand What a Career in Wealth Management entails before I invest time and effort to figure out How to start a Career in Wealth Management. It had been a while since I was researching about a Career in Wealth Management, when I came across:

Dhananjay Kumar's point of view!

With 15 years & 2 months of professional experience, Dhananjay Kumar understands Wealth Management. Dhananjay Kumar has worked in Wealth Management as Director in Arthaprise Financial. In Dhananjay Kumar's own words, this is how Dhananjay Kumar got into Wealth Management: "After completing my graduation, I did wealth management certification from CIEL. I had worked for 15 years with various financial planning and wealth management companies such as Deutsche Bank, Aditya Birla Management etc. I have started my own company for the same in 2018 by the name of Arthaprise Financial."

Career Video on Wealth Management

In a video, Dhananjay Kumar has talked about various aspects of a Career in Wealth Management. Dhananjay Kumar started by explaining Wealth Management as: "Wealth management is an investment advisory service that combines other financial services to address the needs of affluent clients. It 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 a very interesting video and I enjoyed watching it.

I found the video unique because it talked about Education in terms of things which can be learnt from books, to excel at a Career in Wealth Management and not as a list of Qualifications, which one needs to get into Wealth Management. Dhananjay Kumar touches upon these in the Education section of the Video:
  • Certifications
  • Economics
  • Finance
Skills are the most important factor determining success in a particular Career.
Dhananjay Kumar then explains why these Skills are essential for a Career in Wealth Management:
  • PR Skills
  • Computer Skills
  • Analytical Skills
  • Communication
  • Sales & Marketing Skills
Positives of any Career motivate one to work hard for the same.
Dhananjay Kumar believes that the following are some of the Positives of a Career in Wealth Management:
  • Job Satisfaction
  • Work Life Balance
  • Networking
  • Monetary Benefits
  • Growth Potential
It is important that one develops a fair understanding of the Challenges of this Career.
And, Dhananjay Kumar believes that one needs to prepare for following Challenges of a Career in Wealth Management:
  • Competition
  • Chanding Dynamics
  • Regulatory Challenges

In the final section of the video Dhananjay Kumar 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 video on a Career in Wealth Management opened my eyes to a completely new perspective and got me interested in LifePage. You can engage in Career Planning using LifePage. 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 LifePage has made a science of Career Counseling. Its awareness focussed approach is much more practical and action-oriented rather than absolutely any other Career platform. I suggest you learn more about them 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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