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When did you know you wanted to work in the financial services industry, and what was it that helped you make that decision?

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I don't know what I want to do for a living, but I like math and I like studying the stock market. How do I know if I'll like working as an investment manager? #finance #financial-services #investment-management #investing #financial-planning

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Matthew’s Answer

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Hi Geoffrey! Great question. I knew I wanted to work in the financial services industry since high school. Like you, I identified what I liked and then decided to find a career that would allow me to explore my interests. Personally, I enjoy talking about financial markets, building relationships and traveling. So for me, I made the decision to focus on a career in financial sales.


This industry has an incredibly diverse opportunity set. There is a very wide array of financial jobs that can cater to your passions and interests. To get an idea of the different roles, you can explore some open jobs listed on different financial firms' websites. They usually have a detailed description of what the job entails. From there, you can work backwards and research what career path would be necessary to be qualified for that job. My one piece of advice would be to keep an open mind when choosing your career path. Nothing is set in stone and it's important to find something that you enjoy. Best of luck!

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Alexandra’s Answer

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Very interesting question. For me, it happened a bit by chance.

I was very good in Maths and economics. I decided to apply for the most intensive and selective master course of my university, which happened to be in market finance. I felt that if I could do something harder, it might open more doors in the future. Also, the courses were varied as I had courses in Market Finance, Accounting, Economics and Law. So this was good for me because I learned about many fields.

I also asked myself a number of questions about who I was: am I more introvert or extrovert, do I want to be in contact with external clients, what work/life balance do I want, do I like to solve problems?

As I applied to various jobs, I also found more about the day to day activities and found out I was more interested in working in the Finance department of a bank than in Front Office.

So I think you need to ask yourself what you like, what you think you are good at, what kind of person you are. You also need to get an idea of what the various jobs are about and if you would fit.

The good thing is that you will probably not be stuck in a job you do not like because there would be many opportunities for change if you are willing to take them. Thinking wide and keeping your eyes open should help you make the right decision for yourself.

Good luck!
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