Svetlana Fedulova
Trainee Investment Manager
Birmingham
What attracted you to a career in wealth management?
My journey into wealth management stemmed from my strong foundation in mathematics and economics, earning a BSc Honours Degree from Aston University. To further my expertise, I pursued the Investment Advice Diploma (CISI level 4) and am currently working towards my Chartered Wealth Manager Qualification. This academic background and my desire to work in the financial field naturally led me to wealth management, where I assist in managing investment portfolios for a diverse range of clients.
How do you approach your role on a daily basis?
In my role, I provide vital support in managing investment portfolios for private, corporate, charity, and pension clients. Collaborating closely with four Investment Managers, I ensure that intermediaries and clients receive top-tier service. My responsibilities include offering administrative support and ensuring a seamless client experience. This client-facing role drew me in due to the opportunity to work with individuals and organizations to help them achieve their financial goals.
What are your interests outside of work?
Beyond my professional pursuits, I've had a passion for playing tennis since childhood. The sport not only keeps me active but also serves as a source of personal enjoyment. Equally, I have a strong love for travel where I eagerly dive into different cultures and seek new adventures.