Before joining the equity research team I knew Wilsons for its reputation as one of the best boutique advisory firms, and for its high regard in the small and mid-cap space. I knew from this reputation that Wilsons would offer me new experiences and opportunities to learn, and be a great environment in which to grow. From my very first week this rung true, and years on the firm continues to exceed my expectations and keep me intellectually challenged.
One of the things I value most about the culture at Wilsons is that compared to its competitors the firm has invested ahead of the curve in young talent. While the rest of the industry isn’t known for mentorship, at Wilsons I've received amazing guidance, been given time to learn, and when I was ready, the trust to take on new responsibilities and challenge myself with bigger opportunities. Wilsons celebrates gender and culture diversity and has a dedicated Future Leaders program designed to develop skills in the future leaders of the firm. I was the only female in research when I started, and soon we will make up 30% of the research team.
It’s this investment in their people that led to one of my greatest career triumphs – successfully completing the IPO of Nuchev as lead analyst. The advisory team at Wilsons trusted in our research and invested behind it, and the execution team helped guide me through the process.
Alexandra started her career in finance in 2006 and has been with Wilsons since 2017.
Why did you decide to make a career for yourself in financial services?
I’ve always loved the dynamic nature of global markets, and the fact that every day is different. Combining this with my love of managing money (this started at an early age – I was always the “banker” in Monopoly) and interacting with people has made wealth management an enjoyable career over the past eight years.
What is the most important lesson that you’ve learnt in your career to date?
Having started my career in wealth management mid-GFC, I learnt the importance of never delaying a difficult conversation with a client. Managing an individual’s wealth is an incredible responsibility, and being there through positive – and importantly negative – market movements builds a strong foundation of trust.
What are your proudest career achievements so far?
The proudest part of my career has been to see clients achieve their financial objectives so that they can alter the trajectory of their personal and professional lives. The flow-on effect into other areas of life from having financial peace of mind and an implicit trust in your investment adviser cannot be underestimated.
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