Desire to learn about financial markets, attention to detail, and curiosity. In Wealth Management ("WM"), the generic goal is to create custom portfolios which fit the needs of a particular client. Through a desire to learn about financial markets, one can become knowledgeable about financial instruments, market trends, and economic fluctuations. Being knowledgeable about these topics is a wealth manager's responsibility in order to properly serve the client. Through attention to detail & curiosity, one will learn the "in's and out's" of a particular portfolio, give opinions on new ideas, and contribute to maximizing your client's wealth according to their risk preference.
