One portfolio manager’s journey from an internship to a client-facing role in wealth management

My dad, he's a scientist and he always championed maths. It really sparked my interest in economics and ultimately the degree I went on to study  and then ultimately the career I'm in. 

My current job that gives me the most fulfilment and career satisfaction; I think it's the time I get to spend with clients. Being able to explain to our clients what we're doing within portfolios, the biggest risks that are facing client portfolios, and really, that communication piece is key. 

How I kind of fell into the industry, I was going to carry on studying at university. I didn't have a graduate job, but I was offered an internship. I found that straight away, I just loved the world of work. I was offered a permanent role, which would also include studying for professional qualifications. 

From a young age, I was taught to work hard and have ambitions. My parents always pushed me to work very hard at school. They sent me to a very academic all-girls school in London, which obviously came with its pressures but opened up a lot of opportunities. 

I have had a number of mentors and they have taught me a huge amount in terms of how to tackle different stages of my career. They've taught me patience, particularly in those early years, when you're studying for exams and you want to progress and if things aren't perfect, I do fault myself. It's good to be self-aware. 

Looking back on things, it's just important to see it all as growth. I was told to stop and actually celebrate the small wins, because very often you find that you achieve the big win and you're already on to the next.