I am after some advice on how to make a transition from Finance into Private Wealth Management / Asset Management.
To give you some context, here's a bit about me: I started my career at Deloitte where I gained my ACA qualification. After the 3 year stint / sentence (!) of audit, I moved to a large investment bank where I have been working in Finance for the last 6.5 years. Having taken stock as to where I want my career to head, I am extremely keen to move into Private wealth management or Asset management in a role focusing on the investment analytics side rather than the relationship management side. Over the last year, I have been studying (outside my current job) for the CFA designation (recently failed level 2 but with the intention of retaking next June) in order to facilitate a move as I feel without any experience in PWM / AM, at least I would have knowledge on investment theory.
So I guess my questions to the forum would be:
1. Has anyone made this transition and if so, what was your strategy for moving?
2. Anything I should be doing to maximise my chances of getting an interview given my lack of experience?
3. Anyone know any good methods for getting PWM / AM contacts? (networking events for example?)
...or any other advice would be welcome. Many thanks.