Women In Wealth With Anna Tran
‘Women In Wealth’ is all about showcasing women in the wealth management industry who are thriving and challenging stereotypes. We feature real perspectives of what it’s like, the barriers and the breakthroughs.
Here, Anna Tran, Trainee Financial Adviser at Personal Finance Movement, shares her take.
What is your job title?
Trainee Financial Adviser at Personal Finance Movement.
How did you get into wealth management and what makes it the career of your choice?
I got into wealth management through my studies and experiences at university. I did a bachelor’s degree in Banking and Finance, followed by a master’s in international Investment Banking. While at university, I joined the University of Lincoln Investment Fund, which was a great opportunity to gain practical experience. I worked with other students to manage real investments, analyse markets, and make decisions based on our research. I also participated in competitions like Amplify, which allowed me to step into the shoes of a professional in the finance industry.
What drew me to financial advisory is the combination of helping people reach their financial goals and working in a field that’s always changing and full of opportunities to learn. It’s rewarding to know that I can make a positive difference in people’s lives while doing something I genuinely enjoy.
Are there any barriers you have faced as a woman working in the wealth management industry, and how have you overcome them?
As a woman in wealth management, one thing I’ve noticed is how few women are in this field. Even at university, there were only a handful of women in my lectures, it was mostly men. It’s not something that gets talked about a lot, but it’s definitely there. I also noticed that there aren’t many female mentors in the industry, which can make it harder for women to find role models to guide and support them. It’s something that I think needs more attention, as having female mentors can really make a difference in helping other women succeed in the field.
Entering a male-dominated industry can feel intimidating, but I’ve focused on what I enjoy about the work and building my confidence. Stepping out of my comfort zone, embracing new challenges, and staying open to learning have all played a big part in boosting my confidence.
What do you like the most about being a woman in wealth management?
What I like most about being a woman in wealth management is the chance to bring a fresh perspective to an industry where women are still underrepresented. It’s rewarding to know that I can challenge stereotypes and show that women can succeed in finance just as much as men.
I also love being part of Personal Finance Movement a company that focuses on helping close the financial gap. It feels great knowing that by helping people manage their money, I’m contributing to making financial advice and tools more accessible to everyone. It’s not just about managing wealth, it’s about creating more equal opportunities for everyone.
What advice do you have for a woman wanting to get into wealth management and those wanting to advance?
My advice for a woman wanting to get into wealth management is to push yourself and believe in your abilities. It can feel intimidating, but remember, you belong here just as much as anyone else. Don’t be afraid to take opportunities, ask questions, and build your confidence.
Most importantly, believe in yourself and don’t let the lack of women in the field stop you. Your perspective matters and the more women succeed, the more opportunities there will be for others to follow.
If you would like to get involved with the blog series and share your story as a woman in the wealth management industry, we’d love to hear from you. Follow us on LinkedIn for more!
