Meet Julia, Wealth management graduate



Wealth management graduate

Deutsche Bank

Julia is putting people first.

When a lot of students look at banking, they naturally associate it with technical knowledge, maths and everything quantitative. But while those aspects form an integral part of what we do, banking is ultimately a people business. Julia, a Private Wealth Management Analyst in our Singapore office, found out what that meant for her career when she joined our Graduate Programme.

Finding the right fit

After majoring in Finance and Corporate Communications at school, Julia knew she wanted to work in finance and specifically in wealth management.

“I chose this division because I wanted a role that was a bit more person-to-person, rather than person-to-business. I think wealth management really makes an impact on individuals.”

She completed an internship in Wealth Management in Singapore and was offered a place on the graduate programme where she rotated through different teams including lending, strategy and project management. In her final placement within the funds team, Julia and her manager both realised her people-focus and people skills meant she had the potential to be an exceptional products specialist.

“Studying Finance clearly helped me technically, but I found the Corporate Communications studies gave me a complementary skillset when I worked on investor relations. It’s really applicable for my team.”

A people-first culture

In her role, Julia works with relationship managers and investment advisors to find the right resources from around the bank to provide bespoke solutions for clients’ needs and strategically manage their funds. It’s a dynamic team where a lot of different clients have continually changing needs depending on what else is happening around the world.

“Our clients demand a very high level of responses and it can get hectic at times but that means I get a lot of opportunities to present to stakeholders. If I encounter difficulties there is always someone I can speak to. It’s a very inclusive and collaborative community.”

With her team being around eight people spread over Hong Kong and Singapore, Julia recognised how important the team’s culture was and the opportunities it enabled from day one.

“Everyone has their own area of expertise and people are very willing to let you learn, especially as a junior. I feel Deutsche Bank is a place where seniors are really keen to guide you. They want to see you develop and help them as you grow as an individual and a colleague.”

This combination of opportunity and support means Julia is feeling confident about her future. Her ambition to work with individuals as well as institutions has put her in a strong position to start building the relationships that can make it happen.

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