Breaking Into Wealth Management (FREE Insight Session via Career Launch Club 🚀)
Important – How to join
1️⃣ Join Career Launch Club 🚀 (it's free!)
2️⃣ Head to the Calendar tab
3️⃣ Click the Zoom link for this session
⚠️ Important: There will not be an automatic recording available. Please join live to avoid missing out.
Yumun graduated from the University of Portsmouth with a degree in Business and HR. By the middle of grad scheme season, she was convinced she had missed the boat entirely!
She hadn't! 💪🏼
Before that same season had even finished, she was hired into a dream role as a Client Advisor at Quilter, a leading wealth management business overseeing £120 billion in investments 💸.
In this session, we'll share exactly how she did it: the entry-level route she took into wealth management vs waiting on a grad scheme AND the live roles going at Quilter for graduates this summer as trainee financial advisors! 🎉
This is a live interview with Yumun, hosted by Farrah Morgan (The Grad Coach 🎓), followed by an open Q&A where you can ask both of us anything.
Expect to learn:
Step by step, how Yumun landed her Client Advisor role at Quilter, from first application through to final offer
What it's actually like working in wealth management day to day, the parts nobody tells you before you apply
How to spot and land wealth management roles outside of grad scheme season, so you're not sat waiting around until September 2027
The top 3 skills an aspiring wealth manager needs to genuinely thrive once they're in the role
The roles Quilter is actively hiring for right now, and our best advice on how to impress this specific employer
Looking forward to having you 💛