by Annika Flink ’27 —
This article brings insights from a successful alum currently working in a top bank’s wealth management division (cannot disclose for regulatory reasons). We spoke with him to gain his perspective and advice for students entering the industry. This article will share his candid views on building meaningful connections, making lasting impressions, and avoiding common pitfalls. Whether you are preparing for an interview or refining your networking skills, his guidance will equip you with the tools to stand out in the finance industry.
First, our alum spoke about questions students ask professionals during interviews and networking events. Our alum commented that students should avoid shallow, canned questions like, “What is a typical day for you?” These questions are generic and may show a lack of preparation and enthusiasm. Instead, students should express their interest by reflecting on deep research and formulating an opinion. Following the firm on current events, noting recent activity, and asking questions about why the firm pursued a project will naturally lead to deeper-level questions and conversations, demonstrating a more profound interest and understanding from your side.
Secondly, our alum stressed the importance of first impressions. The classic firm handshake and proper dress attire are small yet influential elements for making positive impressions. Beyond in-person interviews and networking events, students should prioritize proper dress codes for career expos and virtual interviews. After all, the students are the vision.
Finally, our alum spoke about the authenticity of the undergraduates he networks with. He claims it is unnecessary to fake it and that it is obvious when students Google and present common knowledge. Although he encourages students to read the Wall Street Journal and stay updated with current events, he believes students should speak more to what they know instead of trying to impress professionals with what they have read. Instead, our alum suggests students talk about topics they are proficient in, such as their work experience, clubs, and organizations they are involved in. The professional will gain a stronger insight into who the students are, and these conversations will also allow students to speak to what they know.
We are so grateful to receive our alumni’s views, which will help students successfully network and enter the professional industry. For more insights on effectively connecting with others, our alumni suggested a book by Dale Carnegie: How to Win Friends and Influence People. We hope you got some helpful tips from this article!
