Vault Career Guide to Wealth Management, Second Edition

by Andrew Morkes, Introduction by Coventry Edwards-Pitt
Publication Date: 2015

Private wealth management, also called private banking, is a specialized branch of the investment community that provides one-stop shopping for products and services needed by the wealthy—typically defined as those who have liquid assets of more than $1 million. Wealth management professionals often work closely with individuals and families to invest their money, plan for the future, and manage their finances during crises. Private wealth management is a personally rewarding and potentially very lucrative career where top performers can make more than $3 million annually.

The Vault Career Guide to Wealth Management, Second Edition provides an insider's perspective on what's happening in the industry, what it takes to break in, and how to advance your career. Whether you want to help create income growth for your clients or help them pay their taxes, this guide will help you master every step of your job search.

Vault Career Guides offer an industry insider's view of what it takes to land a job in your chosen profession. Each volume provides a comprehensive overview of the industry and expert advice and tips for uncovering job opportunities, networking, preparing your cover letter and résumé, interviewing and keeping current on industry news and trends. Interviews and case studies offer behind-the-scenes glimpses of what hiring managers look for in a candidate and how others have succeeded in landing their jobs or advancing their careers. Day in the Life profiles place you in the shoes of an established professional for one day, and an extensive glossary and resource list put all the industry knowledge you need to succeed at your fingertips.

Each Vault Career Guide includes:

  • The Scoop: Everything you need to know about what your industry does, its history, who works in it and where it's going.
  • Getting Hired: Practical information on researching potential employers, networking, interviewing and getting in the door.
  • On the Job: A look at life on the job and the industry culture.
  • Talk Like a Pro: A glossary of industry jargon and key terms.
  • Resources: Associations, organizations, websites and other resources to help you plan and advance your career.

ABOUT THE AUTHORS

Andrew Morkes is a freelance writer and editor in Chicago, Illinois, who has been writing about college- and career-related topics for more than 20 years. He is the owner of College & Career Press. Andrew has written and edited many books for Ferguson's, including the Encyclopedia of Careers & Vocational Guidance and many volumes in the Careers in Focus, Discovering Careers, and Career Skills Library series. He is also the author of They Teach That in College!?: A Resource Guide to More Than 100 Interesting College Majors and Programs; Nontraditional Careers for Women and Men: More Than 30 Great Jobs for Women and Men With Apprenticeships Through PhDs; and the Vault Career Guide to the Internet and Social Media. His poetry has appeared in Cadence, Wisconsin Review, Poetry Motel, Strong Coffee, and Mid-America Review.

Coventry Edwards‐Pitt, CFA, CFP® is the Chief Wealth Advisory Officer of Ballentine Partners, LLC, a Boston-based investment and wealth management firm that advises on more than $9 billion in assets. Covie heads the firm's wealth-advising practice and leads several of the firm's large family client engagements. She is the author of the book Raised Healthy, Wealthy & Wise: Lessons from Successful Inheritors on How They Got That Way. Covie was recently named by Private Asset Management magazine as one of "The 50 Most Influential Women in Private Wealth" (May 2015 issue).

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