Summary

Keywords

corporate finance

Full Transcript

In this episode of Careers in Finance on FinPod, we sit down with Nicole Lee, a former UBS executive director who navigated a remarkable career transition after 13 years in banking. Discover Nicole's journey from a role at UBS (including the Chief Investment Office in Wealth Management) into the dynamic world of fintech, and ultimately, launching her own coaching business and the "You Never Know" podcast. If you're seeking personal growth or curious about fintech careers, this episode is packed with insights. Nicole shares the challenges and rewards of stepping outside her comfort zone, building new skills in a startup environment, and finding her true purpose in coaching others. What You'll Learn: Nicole's unconventional entry into finance. Key lessons from over a decade working at UBS Wealth Management. The reality of taking career risks and starting over. Navigating societal and family expectations, particularly within Asian cultures. Finding your identity and redefining success beyond the corporate ladder. Actionable career advice for finance professionals at any stage. The transition from banking to a fintech sales leadership role. Building skills like empathy, sales, and product knowledge on the job. Nicole's current venture: Coaching, consulting, and the "You Never Know" podcast. This conversation offers valuable perspectives for anyone in finance careers, investment banking, wealth management, or considering a career pivot. Gain inspiration and practical advice on building a fulfilling career aligned with your purpose. Listen & Subscribe to FinPod for more inspiring stories from global finance professionals! Follow CFI for More Finance Insights: Website → https://cfi.to/uh9DN LinkedIn → Corporate Finance Institute® Instagram → @corporatefinanceinstitute 🔔 Subscribe & Never Miss an Episode! #financecareers #CareerChange #Fintech #UBS #CareerAdvice #WealthManagement #PersonalGrowth #CareerDevelopment #Entrepreneurship #CFIpodcast #YouNeverKnow