It’s not super competitive to win wealth management roles because they hire a lot of people and assume that most will quit or leave. There are some tips here:

https://mergersandinquisitions.com/private-banking-group/#recruiting

But you can probably get good results just by reaching out to alumni or other connections on LinkedIn in WM and asking directly about the roles and internships. They don’t get bombarded with messages in the same way bankers do, so most should be a bit more open to responding and speaking with you. Previous internships matter a bit less because they just want to make sure you’re personable and know something about the markets.

Any type of move from WM / AM into IB is challenging because the skill sets are quite different. If you do get a lot of valuation experience for specific companies in the PM role, as opposed to mostly higher-level portfolio analysis, sure, you could make a reasonable run at IB roles, but it also depends heavily on your years of work experience in the role.

Most people who get into IB from anything in WM do so very early (within 1-2 years) or after a WM internship. There are exceptions, but it’s not as easy a move as you might expect, even if the WM role is at a large bank.

I was wondering on your thoughts of portfolio mangement into IB. Given that PM’s can either be in asset managaement or wealth management, could serving in this role versus, say, a CFP, be beneficial since its less sales heavy than traditional WM roles?