Contract negotiation with an IA wealth management team. What would you look for in terms of benefits and assurances?

like
Posting as :
works at
You are currently posting as works at

Investment returns, risk management, transparency, professionalism, compliance

Related Posts

Hi all, I am currently serving the notice period in EY GDS. I have been tested COVID positive. Can I avail pandemic leave in order to recover without extending my last working day? Thank you in advance!

likeuplifting

Anyone here from Citi Pune ?
Can you please share details about Club Mahindra perk in Citi ?

like

Hi guys Does BofA provide education leave?

like

Does NTT data give a probation of 6 months for lateral hires?
Can one take leaves in this period ?

like

Hello, I have an interview scheduled for the position of Product Manager for Mumbai location. Could anyone please help me with details like culture/benefits and pay at ICICI?

What happens to remaining paid leaves and sick leaves after year end, that is 31st Dec. Do they lapse or get added to next year's leaves or is it compensated?

like

What companies offer the best vacation policy and sabbatical packages?

like

What's the longest vacation you've taken and where did you go? Thinking about capitalizing on my unlimited PTO and want some ideas.

like
like

I am interested in Accenture’s benefits for excess personal liability insurance. Can aomeone tell me who the provider is?

What is the maternity leave policy of PWC and for how many children it is available?

like

What are shift timings in Sunlife , also is it mandatory to come to office daily or 2 times a week, or is it psbl to take wfh if staying in Noida.

Also what is there medical insurance policy. Spouse child employee ....how much cap??
Are parents covered under same policy or they charge extra premium.

like

Has anyone successfully used an education benefit? What's the process?

Im interested buta little nervous about my firm because you have to pay up front and then get reimbursed.

like

What’s been your most impressive/successful salary negotiation when you’ve received an offer? Did you manage to get way more PTO or other perks?

like

Hi fishes.
Can anyone please help me understand if BNP Paribas Mumbai provide relocation benefits to outstation joiners?
What are their relocation benefits? Do I need to ask for it or is it a part of your joining benefits?

What length of vacation do you usually take? I’m a big fan of taking many 4 day weekends (instead of 1 or 2 longer vacays) but apparently those aren’t encouraged in the Big Law world?

like

How long do you stay on holiday leave for the holiday season?

Can I use the floating holiday after 9/30 or is it gone?

More Posts

I want to switch.

CCTC: 18 LPA (its been 9 months in the company)
YOE: 4 yrs 9 months
Tech: ReactJS, JavaScript etc.

Haven't put down the paper yet (notice period will be 2 months)

What can the expected CTC for a 5 YOE? I want good WLB and growth in a product based company.

Preferred location: Bengaluru (India)

like

Does anyone own a balmain blazer? How is the sizing? (Any measurement references would be helpful)

like

Which color? 1) charcoal

Post Photo
like

Does anyone have advice in how to transition into a corporate job from a small company?

like

Who are you Brian Goodhart ? I’ve been looking at your picture for a year, just waiting on you post but you never do

Post Photo
likefunny

Anyone work / worked for ICF? Have a potential interview and would like to know more about the company. Looking at a cyber position. Thank you!

like

I know this doesn’t count as an interview, but overall professional advice needed:
Any tips on asking for better severance pay?

like

Hello,

Can someone please refer for SAP BASIS/Hana in Infosys?
YOE : 6.4
Notice period : 15 days
Preferred location : Bangalore

Thanks

How many intervals do you have to bill time at? We’re at 15 minutes intervals for professionals and six minutes for admin.

like

Hear that appraisals happen for an employee every year around the first ever joining date. Is this true? And, does performance review happens with your manager or how does it work ?

like

Are there even any FDD type jobs in Pittsburgh? Been hard pressed trying to find.

Please help me with the in hand salary

Post Photo
like

How to get the new company to buy-out us?

I feel like this is the busiest billable December I’ve had. Anyone else absolutely swamped with work this month?

like

Prometric is closed until May 31 all across the country.

Made the switch from Becker to Roger, after failing FAR again SMH. Took a diagnostic test on Roger. Any tips on how to proceed using Roger ?

like

Cons of moving 75% of my savings to an Intermediate US Treasury ETF (SCHR)? I wouldn’t mind losing 4-5% if the market rallies, but would rather put cash to work if the market keeps tanking

like

I’m working on starting my own online show where I act as the news anchor and cover what I think are the most important stories of the week, but I feel like I lack the personality/presence to carry out that role.

like
like

Can someone please refer me to Deloitte usi for SAP profile?

like

Additional Posts in Asset / Investment Management

Any working mothers in here who loves the company they’re working for? I am thinking about switching firms and need some honest thoughts on companies that doesn’t only say, but actually practice flexibility for work life balance and offers good $$$.

I am a high performer at my current firm but they started questioning working arrangements of folks based on the new members who are huge in-office folks, fast turnover within the team, etc. This wasn’t an issue when I first joined.

like

Is there anyone who can discuss the current development trend of the world economy? I am very willing to learn and share what I know.

like

Would you consider corp dev & strategy “back office”?

like

Can someone please share the current trends in joining/signing on bonus in Asset management industry.

I have an offer from an Asset Manager in London and it is slightly below my expectations. I want to approach them for a joining bonus but was not sure if it is a thing in asset management.

Also what is a good % to ask for a joining bonus [5%, 10% or 15%] of the base salary

like

Any idea what salaries youd be looking at working for a placememt agent? PE, RE, private debt etc

like

For buy side analysts, are there logical career moves one can make after having a couple of years of working experience?

like

Is it possible to make a high salary in wealth management while still maintaining some degree of work-life balance? How do people do it? It's a mystery to me

like

Any needs a great cfa tutor dm me.

like

How much was your bonus this year?

like

Has anyone taken the CAIA ? Any tips ?

like

Anyone know what Wonderlic score you need for these hedge fund interviews? What sort of score should I be targeting in my online practice tests?

like

Can anyone help with a rough comp guideline for BlackRock UK iSW relationship manager in London? Thank you

like

Hi all!

Long time lurker, first time poster.

Have a pending application with Citi for a Real Estate Senior Risk Analyst AVP position, anyone have an idea as to what something like this would pay? Location is Buffalo NY area.

Thanks for your insite!

like

I’m currently a Risk Analyst and a full time MBA student. I don’t have any experience working on the investment side of the bank but I would really like to pivot into an investment analyst role. I’m from America, but currently working in London and would really like to stay here. Does anyone have any tips or advise that might help me land an investment analyst role in London?

like

Holiday office party coming up tomorrow and I still haven't bought a gift... ugh. Any suggestions? I never know what to bring.

like

Any views on what is the offer for Morgan Stanley Alternative Investments Associate role in NYC. The role is for business Analyst.Morgan Stanley

like

I'm interviewing with KKR for a Principal role in their real estate group. All online salary resources are all in alignment with a total comp of $200k+. I'm assuming based on the average salary reported across these portals for principal that those figures apply to the RE group as well. Anyone have any direct knowledge or can speak to that group's comp?

Does anyone know if principals are in cubicles or doe they get an office?

like

What are some things to focus on in writing a cover letter? This would be for an Associate level position. I imagine it should be different than for an entry level role?

like

Im working in AUM reporting side and looking to automate some daily and monthly processes that are done in excel. I know it is possible with python but I know little to no python any suggestions? Or any other software that may be able to help!

like

Curious what’s a fair salary in MA? Was just told that there is likely not going to be a chance for a raise during my upcoming performance review due to my salary already being “above average for the industry” based on my employer’s questionable research. I’ve been with the company 8.5 years & am the only one in my role, which they can’t operate without. I execute tasks from two investment advisors and two financial planners - they make the decisions of what should happen & I make it happen.

likehelpful

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal