Read more about her career path as a 2018 graduate in Global Wealth Management.
by Simran, Wealth Management, New York
18 Feb 2019
More insights from Simran
Hi Simran. Could you give us a bit of background on yourself?
I recently graduated from Yale with a double major in economics and political science. Before my internship with UBS in the summer of 2017, I had no experience working in finance (and very little knowledge of it). I had spent the prior summer working for a non-profit in Brooklyn, NY. It was a wonderful and critical learning experience, especially since it taught me that I did not want a career centered around theoretical political science.
How were you introduced to us?
One of my close friends worked here and she encouraged me to apply for the "Unlock Your Potential" event. This program gives women the opportunity to learn about the firm and interview for an internship. I was highly fortunate to get accepted to the internship program, and later the Graduate Talent Program.
What attracted you to wealth management?
I enjoy supporting our clients in leading more comfortable and fulfilling lives by helping them achieve their goals. These could be anything from starting a business or putting their children through college, to opening a foundation and leaving a meaningful legacy behind for their family and community.
I've just finished my first of six team rotations in Global Wealth Management. I had the amazing opportunity to work with the Strategic Client Segments team, which develops the firm's high potential client segments.
Did you have any misconceptions before you joined?
Though I knew I wanted to challenge myself and try something new, I was actually quite hesitant to apply to a financial firm. I think the financial services industry is often misrepresented – particularly with regards to culture and how fulfilling the work is. But I discovered that the people here are truly committed to each other and to their clients.
What is the most rewarding part of being a graduate here?
I believe there is a lot of respect for the graduate program. People are willing to trust us with responsibility and encourage us to take an active role in our teams. It’s very empowering. It's probably one of the most effective ways to develop your skillset and improve on your weaknesses.
As we’re seen as the future of the firm, many managers are keen on mentoring us. As a young professional, I feel very supported. On harder days, I know there are people I can turn to for advice and guidance.
What's one piece of advice you would give to incoming graduates?
Come in with an open mind and a genuine desire to make a difference. Be comforted by the fact that nobody expects you to be an expert on anything. The emphasis will be on the unique perspective you can bring to the table. Leverage your past experiences, whether from school or previous jobs and internships, and make suggestions for improvement. It doesn't always have to be improving a process or task. Maybe it’s something that contributes to a positive culture. Don't be complacent and don't underestimate your capabilities. It's okay to be scared (I definitely was) but don't let fear hold you back.
If you weren't working in finance, where might we find you?
As a senior, I wrote my thesis on moral enhancement, a field which falls under the larger umbrella of Bioethics. If I wasn't in finance, I would love to continue exploring the intersection between medicine, technology, and morality.