Hi guys!
I work for a major bank and have a decent career in banking! I work with high net worth individuals who are still on the retail side (not private bank) however as much as I love my job, I feel like it is not right for me.
I excel in my position, and exceed all goals, however I find my self wanting to get out of retail banking. Any advice? I’d appreciate all feedback.
My current position has me dealing with high net worth families with over 200k liquid. Average client is about 1.5m liquid. I deal with their wealth management, depository relationships, and lending. It’s all Relationship management.
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comments
Why do you feel the job isn't right for you?
Where do you want your career to take you?
First piece of advice: work on concise and clear communication.
I just didn’t feel comfortable taking that with no guarantee of the company doing well.
Comparatively speaking, I have a pretty high base for most people in banking (in retail) so it’s hard for me to transition out. I do think I need to move into fintech though as that definitely is the future.
I am interested in commercial banking, or IB/PE. I am good at making deals happen, I’m just tired of referent them to the “big guys” and having them take credit
Base 85 quarterly comp 10-20k
Some coding on my own but have no certification because I never pursued it.
I’m doing very well in sales and exceeding all of my goals so I know consulting and sales is something I would be good at.
I also like commercial and IB because they essentially still have sales
And it’s all about using your brain to make the deals work and make sense.
Now if I can get into a consulting or sales side position in fintech I’d really be open to that
So I clear about 125-165k a year
I am completing my undergrad in finance and am trying to figure out my passion. I love finance, and I love tech. I don’t have any tech training but I will go get it if that’s where I ultimately see my self headed.