Hi Jason,
It took me a half a day to read your entire response on this thread and it's very bad on my part to tell you with mere words that it was just Helpful or great ..!! But Each and every active responses of yours is a new horizon and avenues to Deep Career Insights to any.!
I too have a very few things to ask you to get a perspective,!
My Education & Professional background :
** Am 32 now and single..:)
** Commerce Graduate(good university) and MBA finance in India (not a Top institue)...:)
** 8.5 Years professional experience in Retail Banking - sales (2yrs) ,Wealth Mangaement & Financial Planning (6.5 yrs)
Passion :
Reading, reading, readingg..
Photography, photography, abstract, imaginations,...
Researching n analysing, analysing, analysing any datas or informations..
Investigating, Inquiring any kind of stuffs...
Aspiring...:
I did try my CFA L1 and didn't able to complete it in first shot.. Due to work in retail banking and managing clients assets, did not able to give quality time.!
Now am seriously thinking to restart CFA L1 in dec and take it up.
Am well versed with finance topics, and having experience in Market, economy, Invesments advisory and products, I don't find it's very tough.!
only dedication with quality time is needed.
Now I got into Midsize firm and got a good time to focus...
My questions are :
1. Having the vast experience in Invesment advisory and Indiviudal portfolio management... (Which are all pure family office and sales driven...:(
What are my scope to a career transitions in Pure Non-sales avenues..:). Like research and products of any financial services, fund houses, Or buy side to sell side ... But with leveraging my past experiences also I can transition easily to any new roles after CFA....
So that I don't have to start from scratch(since I don't have ER or Reseach experiences)
2. Since I am like a Ambivert, I mostly spend on researching, reading and coming up with new solutions for any investments issues to clients,...and get to the clients table in a simple manner, I am able to be more successful in my current career area.. With managing some sizeable Asset Size....:)
But I feel there is too much of rat and race run for this in the market,... You either got to be with a big brands to attract clients or Start your own Family office setups to do what you like to do for clients as your own business of doing fiduciary works to clients in ethical manner.... But I don't see that quickly happening or rather it's not visible in my aspirations..!
3, Aspirign to retire in next 13 years, (by 45 before) I mean retiring from working for someone or someone's profit or aspirations....
Then do something on your own, ( complete spiritual life, yoga, creativity and involve in new ideas in society to part in humane change in society... Travel globally to learn new experiences in life)
These are the list I have it close to my heart...!
4.So in this juncture I am hanging between choosing CFA to restart, if restart what would be a best bet for me to aim high in next 13 years to grow and elevate to different higher levels..
5. I don't like to be Head of Sales or a Sales director of something or some sort...hence am not looking to grow in that direction at all....
6. What would be you best suggestion in this situation which you can give me.? Where I don't start my new career from junior role or something... At the same time can leverage my experience in a best possible way to ladder up quick.!
Await your valuable perspective.!
Cheers,
Neeraj