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Evidence-led articles connected to the CareerHub role guides topic.
Role guides
A wealth relationship manager (RM) focuses on servicing, retaining and growing a defined set of client relationships within a bank or wealth firm's structure.
Role guides
A research analyst in the personal finance and wealth space supports advisory teams with data, analysis and product evaluation rather than direct client advice.
Role guides
Sales and business development roles in personal finance focus on acquiring new clients and expanding an employer's or practice's client base.
Role guides
A wealth manager typically manages a book of higher-net-worth client relationships, offering more product depth and a more concierge-style service than mass-market advisory roles.
Role guides
Client service and operations roles keep the advisory and wealth management engine running, handling documentation, transactions and client support behind the scenes.
Role guides
A financial planner builds a client's complete financial plan across goals, cash flow, insurance and investments, rather than focusing on a single product category.
Role guides
A Registered Investment Adviser (RIA) provides fee-based investment advice under a specific SEBI regulatory framework, distinct from commission-based distribution.
Role guides
A mutual fund distributor (MFD) guides investors toward suitable mutual fund schemes and earns primarily through trail commission on assets under distribution.
