Career path: Private Wealth
Empower individuals to achieve their goals through tailored financial strategies.
In the world of Private Markets, your insights will help shape financial outcomes that will last for generations. You will protect and grow the wealth of individuals and families, guiding them through complex markets.
Useful skillsets
- Communication
- Attention to detail
- Analytical thinking
- Problem solving
What is Private Wealth?
Private Wealth is a relationship-driven field focused on delivering bespoke solutions such as wealth preservation strategies, managing portfolios, allocating assets, and planning for legacy, philanthropy, and succession. It blends financial expertise with broad market knowledge to build relationships and lasting legacies.
Start here: Financial Advisor
Curious if Private Wealth fits your ambitions? Explore the foundational role of a Financial Advisor.
Career trajectory
Portfolio Manager
Selects and manages a mix of investments for clients that align with their financial objectives, risk tolerance, and time horizon.
Wealth Strategist
Designs personalized financial strategies to help clients manage their money, taxes, and inheritance efficiently.
Head of Client Relationship Management
Oversees the team that builds and maintains strong relationships with clients, ensuring they get the best service and advice.
Chief Investment Officer (CIO)
Leads investment strategy and portfolio management, guiding teams and client outcomes.
Begin your career journey with a strong foundation
The CFA Institute Investment Foundations® Certificate gives you essential building blocks of knowledge, helping you confidently begin a career in finance. Available to full-time students for just USD 79.
Find out where you fit in finance
Take the ICAN Finance Career Quiz and in a few minutes, you’ll discover personalized career paths to explore further, based on your skills, strengths, passions, and values.