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cover of episode Making It in Finance from a Non-Target Uni and No Finance Degree with Guinevere Taylor

Making It in Finance from a Non-Target Uni and No Finance Degree with Guinevere Taylor

2025/4/30
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Guinevere Taylor: 我在斐济长大，在一个普通的工薪阶级家庭，父母没有金融背景。我的大学专业是历史和美国研究，并非金融专业。我进入金融行业是通过大学毕业后的招聘会，最初在信用卡公司工作，后来进入资产管理领域。起初缺乏经济学背景，通过学习相关资格认证（如IMC、CFA、ESG考试）以及导师指导来弥补不足。在职业发展中，我注重培养客户关系，这需要积极倾听、细致记录客户信息（如子女姓名、宠物类型、度假地点等），并展现良好的沟通技巧和肢体语言。我曾在大型银行工作，也经历过独自创业的阶段，这两种经历都让我受益匪浅。在大型银行工作期间，我参与了多元化和包容性工作，并担任过相关职务。我非常重视团队合作，也经历过独自工作的挑战。我发现，拥有不同的背景和经历能够使团队更加高效和成功。在兼顾事业和家庭方面，我经历了挑战，但灵活的工作安排和更包容的工作环境极大地改善了工作与生活的平衡。我建议年轻人保持真我，不要被冒名顶替综合征所困扰，并积极拓展人脉，因为人脉就是财富。 Anthony: (访谈主持人的问题和引导性发言，此处不展开描述)

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Guinevere Taylor didn’t study finance. She didn’t go to a top-tier uni. But she built a successful career in asset management and after several years as a director at a major sell-side bank, she now leads UK Capital Formation at Brightwood Capital.

In this episode, she shares how she broke into the industry, built confidence in client-facing roles, and juggled early motherhood with a demanding career.

If you're a student or young professional looking for real, relatable advice on thriving in finance, this conversation is for you.

(00:00) Fiji to Finance

(02:47) From Credit Cards to Asset Management

(06:06) The Importance of Soft Skills in Client Relations

(08:57) Balancing Work and Motherhood

(11:57) Embracing Diversity and Inclusion

(15:09) Why Building Relationships is Key Skill

(17:59) Finding your Right Fit

(21:06) Networking for Young Professionals

(24:05) Advice for Future Generations Hosted on Acast. See acast.com/privacy) for more information.