yalo

I started from a private retail wealth management firm to a big bank into a retail advisor role. My goal was always to get out of that position to transition to something better.

I got into the commerical loans department at our bank, then blew the socks off for a year and half then a job in corporate came up and slid into that. So working some complex debt deals from 50mil to 1 bil with a syndicate of other corporate bankers. It is giving me some great experience.

I showed some competence early, the CFA program was a bonus but not a be all and end all. Still have interview well. Our bank is a mid tier bank which is about to become very big so opportunities are their with less politics.

It is doable. But you have to make sure you hit numbers and have to kiss ass for the first year or so.