How many investment bankers are happy? | Asim Qureshi posted on the topic | LinkedIn (2024)

How to become an investment bankerIf you're interested in becoming an investment banker, then this article will outline all you need to know to become an investment banker.https://lnkd.in/dXmUk3M5#career #careeradvice #investmentbanking

How To Become An InvestmentBanker

Financial Markets!Often investors dive into these markets through various financial instruments aspiring to earn fortunes of wealth but most of them fail big time cause of lack of knowledge and the level of expertise that is actually needed while managing something called as wealth or finances.Once such investors dive in - they forget their main goal of what their primary activity is supposed to be. The most obvious thing that anyone fails to understand is the time factor!For example - the amount of time one gives no matter how much falls a big time cause of lack of experience and understanding the practicality and dynamics of the markets. Emotions become larger than understanding the basic logic behind the workings of financial instruments and that’s the sole reason one holds on more to the losses rather than making an exit and look out for a better opportunity that already waits for an entry level. Clearly this entails an opportunity loss at the first place.Digging more deeper into the above example - any person in any capacity be it a businessmen/women, a professional, salaried, etc falls into these ambiguity not understanding that they are specialized into something what they already are, their job their work and their primary focus should ideally be towards making an upward move in their careers rather than spending time on creating a secondary sources of income just because of all this spreaded social media bubble thing that we know today.On the other side - we’ve always known something called as “outsourcing”. If some tasks cannot be done by you it is because it was not meant for you but somehow out of all the knowledge that you gained in certain stages of life - yes you may have the know how of how something should be or how it is meant to be or may be anyone can accomplish that task as well apart from the primary routine tasks like business or a job which already one is into. Practically - everything or just every bit of information and knowledge is openly available but here’s one thing; it is always your call weather you want to undergo extras or you can simply outsource to some professional wealth expert or professional so far as your wealth management is concerned.Given to the sudden bloom in financial industry of just anyone and anyhow easily one can enter into the wealth management roles, there always remains ambiguity or may be lack of trust when we encounter with someone who really claims to be a wealth management professional but he/she just turns your finances upside down. Clearly such small time agents no matter how big they are spread so much of garbage into the markets but certainly it is our responsibility to know and then invest with anyone just claiming to be a wealth management professional. How? Just simply ask your someone handling your investment that “What made you think this investment is a perfect fit for my life goals and what made you sure that it will suit my risk profile?” Simple as that. Cheers!

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Who doesn't get fascinated by the enchanting world of Investment Banking?If you want to enter this exquisite career field, the click on the link below 👇 to learn everything about the role of an Investment banker and how you can become one. #investmentbanking #investmentbanker #career #jobs #jobseekeradvice #jobseekertips https://lnkd.in/dXTV2Fm6

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Is it a cost or an investment? (Hint: use this logic when clients complain about your fees being “too high”).Imagine you spend an hour per week planning your week, is that an hour spent, or an hour invested?It depends.Does that hour save you time? Help you get better organised? Result in less (di)stress? Or does it change little to nothing?If it results in an improvement that is worth exactly an hour of your time, such as lower stress, I’d view it as an optimisation. Basically, taking what’s there, and making it better.And if it also results in more time saved, less time wasted, then that will have an impact on results - it is a profitable investment.And if you’re not sure, but you try, it is an asymmetric investment: limited cost you can live with (1 hour), potentially significant upside (4 hours optimised, 20% less stressed, new client with high 10 year value).If (when?) you clients complain about fees, I’d suggest this is always fair. Simply it means they are not clear with the “return on investment” they are getting.Too often, they only think of returns. Usually with ytd numbers. Certainly a helpful data point, but not the only one, nor the most relevant one.To what extent do they find your services BETTER than other bankers? How does this translate emotionally to them?Would they prefer to save a few basis points in fees, but be more stressed, confused, or wonder where their relationship manager’s loyalty really lies? Whether this structured product actually is right for them?Do they really want to bank with someone they distrust? Or maybe they’d prefer to do it themselves: take the fees they’re paying you, set up their own operation. And instead of enjoying their wealth, start working for themselves with full responsibility over outcomes. Like a dentist operating on themself.I recommend using this framework and look for asymmetric investments: limited downside and a high probability of significant upside.For instance, make a list of your top 5 concerns for growing your AUM in 2024 (and beyond), and join Graham Eisner and myself, and dozens of other wealth managers, on29 February 2024,At 1pm CET / 12pm UK TimeYou can join the livestream (with camera on or off) to ask questions, ask them in the chat anonymously) or by email beforehand.Link is in the comments.#wealthmanagement #finance #privatebanking #privatebanker

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How to Become an InvestmentBanker

It can be overwhelming to decide where to put your hard-earned money. In this blog post, we discussedthe different types of investmentsand their potential risks and rewards. #investment #money #makemoney #banking

Today Consilium released an article I wrote titled "Term deposits are paying 6%, should I abandon my investment strategy." I've heard many anecdotal stories from advisers about this very issue. Investors are abandoning or putting off long-term investment strategies because of recent TD rates. As advisers we have to be able to articulate the problem this creates for investors in clear, common-sense language. It's not investors' fault for opting for TDs, it's our fault for not clearly sharing why that isn't in their long-term interest. Here's my attempt, though imperfect I'm sure, at doing just that. I'd be interested in feedback from investors and advisers alike. https://lnkd.in/gukKxC7w

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Thinking about investing more in the new year? Our experts have tips to share. And, our planning focused Wealth Management Advisors are here to partner with you every step of the way. #financialadvisors #investmentadvisors #usbank #usbancorpinvestments

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5 Things to Learn from Successful Investment Bankers – Someshwar Srivastavhttps://bit.ly/3TNE37U Investment banking is a challenging but rewarding field that requires knowledge, experience, and the ability to make strategic decisions. Learning from experienced investment bankers can provide invaluable insights and help individuals succeed in this industry.Let’s learn the top five things to learn from experienced investment bankers.