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November 25, 2025

What It’s Really Like Starting a Career in Wealth Management

Joseph Lloyd shares what starting a wealth management career is really like, from client relationships to real responsibility through the Academy at Skybound.

When people think about graduate schemes in finance, they usually picture investment banking, asset management, private equity, or the Big Four accounting firms. I know I did.

Wealth management doesn’t always make that shortlist. But for many people, their wealth manager is the main point of contact with the wider financial system. That makes starting a career here very different.

A Different Kind of Finance Career

At its core, wealth management is about helping individuals organise their financial lives. At Skybound, that focus is international. We work with clients who live and work across borders, managing careers, families, and finances in more than one country.

Their circumstances are often complex, but those complexities create opportunities to add real value. We don’t spend our days buried in spreadsheets, we help people make decisions that affect their lives and families. It’s technical, but it’s also human.

You grow with clients. You see their plans evolve. You become part of their story in a way few other finance roles allow.

The Role of Relationships

A big part of the job is relationship-building. That means reaching out to new people, introducing yourself, and starting conversations that matter. Trust becomes your biggest asset. Whether clients are moving country, changing careers, or preparing for retirement, you’re the person helping them adapt their plan to whatever comes next.

Those relationships are what make the role rewarding, and why emotional intelligence is as important as technical skill.

The Academy Experience

The Academy at Skybound Wealth is an 18-month programme designed to turn graduates into qualified, confident advisers. We rotate through key areas of the business, paraplanning, business development, marketing, and tech, to build a complete understanding of how advice works from start to finish.

Each rotation adds something new: technical knowledge, client experience, communication skills, and commercial awareness. Exams run alongside the practical training, so progress is continuous. You’re learning, applying, and developing all at once.

Responsibility comes quickly. You’re not a spectator here; you’re part of the business from day one.

What Makes It Different

Coming from a finance background, the first thing that struck me was the scale. Skybound is large enough to have international reach but not too big that senior leaders don’t know your name.

You can walk into a meeting with people whose experience spans 20 or 30 years and be encouraged to share your perspective. That access makes learning faster, and more real.

Wealth management also sits in a unique position. We’re not part of the institutions themselves; we’re the bridge between them and the individuals who rely on them. Translating complexity into clarity is what good advisers do every day, and learning how to do that early in your career is invaluable.

Finally, success in this profession isn’t just about technical ability. Financial analysis helps, but communication, empathy, and structure are what make a great adviser. You’re guiding people through major decisions, not just managing portfolios.

Looking Ahead

Wealth management might not be the loudest corner of finance, but it’s one of the most personal, and one I’m finding to be most fulfilling.

For graduates who want early responsibility, exposure to real clients, and a career built as much on people as on numbers, it offers a path that’s both challenging and rewarding.

At Skybound, The Academy is where that path begins.

Explore Career Opportunities at Skybound Wealth

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Disclosure

Written By
Joseph Lloyd
Graduate Associate
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SOAR Issue 5 is here. Inside: practical insight for international investors, and a look at what earned Skybound Wealth Company of the Year.

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