Inside Asset Management | Episode 4: From Apprenticeship to Client Advisor
For advisory firm leaders thinking about where to find and develop talent, the episode sets out one manager's non-degree entry route and the type of work a client-facing role involves. It is a careers item rather than a markets or strategy discussion, so its use is mainly as background on apprenticeship hiring.
Summary
By the running an ria deskAn episode of J.P. Morgan Asset Management's Inside Asset Management video series in which Aziza Bangura speaks with Nicole Vale, who joined the firm at 18 as an apprentice through the Investment 2020 programme and later became a client advisor. The conversation covers her background, what a client advisor does day to day, a plain-language explanation of what a pension fund is, and how the apprenticeship route works. It closes with her views on choosing a career path and a list of four takeaways.
- Nicole Vale joined J.P. Morgan Asset Management as an 18-year-old apprentice through the Investment 2020 programme and has since built a career as a client advisor.
- She describes how the apprenticeship gave her professional experience plus the confidence and skills to progress.
- The episode includes a segment explaining what a pension fund is and a discussion of how to choose the right career path.
- The video is hosted by Aziza Bangura and ends with four key takeaways.
Similar items
Same topic At The Money: Preparing for a Career During in Age of Artificial Intelligence | MIMasters in Business (Bloomberg) |
 Value-Based Pricing And Charging As Much As The Market Will Bear - Kitces & Carl Ep 202 | MKMichael Kitces (Kitces.com) |
 Value-Based Pricing for Financial Planning And Charging As Much As The Market Will Bear: Kitces & Carl Ep 202 | KCKitces & Carl |
 Dr. Daniel Crosby - The Psychology of Financial Anxiety: Five Types of Anxious Clients and What Actually Calms Them | SDStandard Deviations with Dr. Daniel Crosby (Orion) |
 NAPFA Financial Planning Competition FAQs | NANAPFA |
Get the weekly 3 to watch
Free, in the Morning BriefEvery week the Morning Brief picks three videos and podcasts worth your time, with why each one matters.
Free. Every morning. Unsubscribe from any edition in one click.
Videos and podcasts are embedded from their publishers. Selections and summaries are editorial and are not investment advice.