The Human Side of Wealth Management with Jay Dhaliwal

In episode 49 of BWD In The Know, Ellie Corkill hosts the first episode of her new mini-series, The Human Side of Wealth Management.

Ellie is joined by Jay Dhaliwal APFS, Chartered Independent Financial Adviser at Chase de Vere, for a conversation on resilience, representation and the power of showing up.

Jay shares her journey into financial advice, from starting her career in financial services to becoming Chartered, building a visible personal brand and using her platform to support others entering the profession.

In this episode, they discuss:

Jay’s journey into financial advice and the experiences that have shaped her careerThe reality of building a personal brand and putting yourself out thereThe importance of representation within the professionThe role resilience has played throughout Jay’s careerWhy soft skills and building genuine relationships still matterThe value of networking, giving back and supporting others entering the industryHow wealth management can continue to become more human, relatable and accessible

This is an open and honest conversation about career journeys, confidence, community and the importance of continuing to show up - even when the path is not always linear.

Whether you already work in wealth management, are building a career in financial advice or are simply interested in the people helping to move the profession forward, this episode is well worth a listen.

Chapters

00:00 Introduction and Jay’s Career Background

01:03 Early Influences and Education Choices

03:18 First Steps into Financial Services

04:37 Transition from Admin to Adviser