Have you ever heard of an MBB consultant transitioning to PWM at an IB? Are there any transferrable skills between the two (in addition to client management) professions?

I'm considering a role that in the Industry as I'm realizing that I miss finance in my professional life, but I'm not sure how good of a fit it would be. Also, I like the idea of building relationships with some infliential people in my region

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PWM in most shops is much less about finance and much more about kissing your clients ass harder than other - done an internship and would never come back there ever again.

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Haha to some degree I guess that's true 😂

At least we don't have to cold call, unless you are at Accenture...

PWM?

Private Wealth Management

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