In this interview Silvia Manent, CFA, CFP® shares her story and how she got from university, to internship at J.P. Morgan and then a full-time position as a private banker at Credit Suisse in Zurich, Switzerland and later moved to the US to work at Morgan Stanley.
She explains her best tips for those who want to get into private banking and her experience in dealing with High Net Worth Individuals. She also shares why she decided to take the CFA even though it’s a lot more popular for people in asset management. Later she explains what are the differences between the CFA and CFP®.
In the end she shares her experience in setting up her own firm and managing her clients’ investments.
Subscribe to Silvia’s channel: https://www.youtube.com/c/MoneyInvestingwithSilvia
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