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Wealth Management

Co-founder Achin Jain talks about Wealth Management course, what is Wealth Management and other details about a Career in Wealth Management.

















Wealth Management

Achin Jain | Co-founder | Client Alley






What is Wealth Management?


A Career in Wealth Management is very intriguing. Internet is brimming with pages on How to get into Wealth Management, while one should first understand What is a Career in Wealth Management. Just like you would normally not trust a non Doctor with names of medicines, you should also not trust opinions about Wealth Management from non professionals.

Co-founder Achin Jain invested 16 years in Wealth Management. Co-founder Achin Jain defines Wealth Management as:

Wealth management is a consultative process whereby the advisor gleans information about the client's wants and tailors a bespoke strategy utilizing appropriate financial products and services.





How Co-founder Achin Jain got into Wealth Management?


I did BE Honours from College of Engineering Roorkee and MBA from Pune University. After my education, I started working with various banks and in 2014, I started my own Wealth Management Company with my friend in the name of Client Alley.





Co-founder Achin Jain's Talk on Wealth Management



Starts with what is:
     1) Wealth Management  

Next, it covers Education. We all know that only 10% of what is taught in Wealth Management is actually used in real life. The Education section of the Talk clearly explained what is the 10% needed in Wealth Management. Here is a list of Education items required for Wealth Management:
     2) Finance  
     3) Economics  
     4) Financial Management  
     5) MS Office  

Then, the Talk focuses on the most important component that is Skills. Anyone aspiring for Wealth Management needs to understand that Skill development is crucial for success. It details these topics within Skills for Wealth Management:
     6) Analytical Skills  
     7) Communication Skills  
     8) Selling & Marketing Skills  
     9) Business Analytics  
     10) Problem Solving Skills  
     11) Project Management  

Wealth Management has an interesting list of Positives. The Talk goes through this list of Positives of Wealth Management:
     12) Growth Opportunities  
     13) Monetary Potential  
     14) Meeting New People  

It is important that one develops a fair understanding of the Challenges of Wealth Management:
     15) Intense Competition  
     16) Technology Advancement  

In the final section of the Talk, Achin Jain talks about How a day goes in a Career in:
     17) Wealth Management  





Install the LifePage App to:


  1. (for Free) Watch Co-founder Achin Jain’s full Wealth Management Career Talk

  2. (for ? 100 or ? $ 1.4) Do a Self Assessment on Wealth Management to calculate your Dream Index, which is defined as:

    According to Achin Jain your chances of success in Wealth Management is __%

  3. Access your personalized Dream Index Report which will have all your Dream Indices sorted in descending order.

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How to get into

Wealth Management?



If you are want to get into Wealth Management, start by investing in a Career Plan.

The 14 hour process, guided by a LifePage Career Advisor, will help you introspect and check whether your interest in Wealth Management is merely an infatuation or is it truly something you wish to do for the rest of your life.

Next, your Career Advisor will help you document how you can get into Wealth Management, what education and skills you need to succeed in Wealth Management, and what positives and challenges you will face in Wealth Management.

Finally, you will get a Career Plan stating which Courses, Certifications, Trainings and other Items you need to do in the next 7 years to become world’s best in Wealth Management.





LifePage Career Plan

14 hour personalized guidance program















Your LifePage Career Advisor facilitates your guided introspection so that you systematically explore various Career options to arrive at a well thought out Career choice.

Next: your Advisor helps you figure out how you will get into your chosen Career and how will you develop the skills needed for success in your Chosen Career.

LifePage Plan will not stop at saying "to become an Architect study Architecture". It will guide you on which Certifications, Trainings and Other items you need to do along with your Architecture education to become the world's best Architect.











Links for this Talk




Co-founder Achin Jain's LifePage:


Career Counselling 2.0
[LifePage]
https://www.lifepage.in/page/achinjain






LifePage Career Talk on Wealth Management


Career Counselling 2.0
[Career]
https://www.lifepage.in/careers/wealth-management


Career Counselling 2.0
[Full Talk]
https://lifepage.app.link/20190423-0001


Career Counselling 2.0
[Trailer]
https://www.youtube.com/watch?v=hx0itfuj_ZA


(Wealth Management, Achin Jain, Client Alley, Co-founder, Money Management, Finanace, Banking)







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