Your upcoming coffee chat with the professional you’ve targeted is set for next week. Here are three steps to ensure you’re well-prepared. Remember, time is limited, so it’s crucial to have your top goals in mind. Ask yourself: What do you hope to learn from this meeting?
First step: If you haven’t already, read the article Connect Wisely to reach out wisely and engage with people.
Prepare your story
How do you plan to present your background, and what key points do you want to highlight? Your story should flow seamlessly to your current situation, explaining why you’re seeking advice. Transparency is key—whether you’re just beginning to explore finance career paths or already have experience and clear goals.
Key points to mention:
- Your hometown and current educational institution
- Any finance-related internships or roles you’ve had, along with key responsibilities
- Your motivations for wanting to meet
- What you are hoping to gain from the conversation
Here is an example of personal story:
I’m currently wrapping up my Finance degree at the University of Toronto. I’ve been eagerly anticipating this opportunity to chat with you and gain some insights into the world of Wealth Management.
I’m originally from Toronto, and while studying at UofT, I had the chance to intern as an equity investment analyst at a boutique buy-side firm. I absolutely loved the collaborative dynamic within my team and diving into the nitty-gritty of investment analysis.
But here’s the thing—I realized that what truly excites me is helping others navigate their financial goals. Whether it’s assisting friends or family members, I find immense satisfaction in making a tangible impact on their financial well-being. That’s why I’ve been considering a shift toward Wealth Management.
I’m eager to hear about your journey, your day-to-day responsibilities, and any insights you can share from your experience in Wealth. I’m also hoping to gain valuable advice that could enhance my chances of securing an interview for a role within your team.
Write a list of questions
Compile a list of questions and topics you’d like to cover during the coffee chat. While the conversation may flow naturally, it’s best to be prepared with your list in case you forget your questions. This demonstrates your organization and readiness. Tailor your questions to the professional’s profile and show that you’ve done your research.
Examples:
- How did you progress from one role to another early in your career?
- What led you to pursue a career in Wealth Management?
- Can you describe your typical day at RBC and your workflow?
- What is the balance between client interactions and office tasks in your role?
- What aspects do you enjoy most and least about your work?
- Tell me about the structure of your team—number of colleagues, seniority, collaboration, etc.
- How do you maintain work-life balance at RBC?
- What were some significant challenges you faced in your career?
- Could you provide any insights on the profile they’re seeking for the analyst role within your team?
Meet up
As you prepare for your coffee chat and review your list of questions, keep these tips in mind:
- Dress professionally to make a positive impression, opting for business casual attire.
- Offer to pay for the coffee as a gesture of gratitude for their time (though they may insist on paying).
- Show genuine interest in the conversation through your body language and demeanor.
- Be honest and open about the challenges you’re encountering.
- Don’t forget to actively listen to the professional and enjoy the exchange.
- Ask for any advice they may have for someone in your situation. (They might offer to pass your resume to the hiring manager)
Now, you’re all set for a productive and insightful coffee chat!
Next step: Read the article Follow-Up Gracefully to learn how to stay in touch and leverage your new connections.