General behavioral questions
Global Wealth Management Interview Questions
143 global wealth management interview questions shared by candidates
What makes you stand out from all the other candidates interested in this program?
Are you comfortable in making cold calls and prospecting for new clients?
Are you more of an actor or behind the scenes director?
-Tell me about yourself and background -What's the current economic situation in your country?- -- Tell me the S&P 500, Dow Jones, NASDAQ, currencies (such as the YEN) and commodities (OIL) closing prices -Walk me through your resume -Where would you invest now due to the current market situation -What is your understanding of the Commodities industry, what has happened with oil prices and why?
Current market trend that interests you
how would you allocate a clients portfolio based on their risk tolerance
Mostly behavioral, market knowledge, getting along with everyone on the team.
What do you know about hedge funds and private equity?
Nothing too out of the Ordinary, wanted to know recent market developments. Interview switched to French halfway through (I was listed as fluent on my CV) not a problem for me but make sure you are accurate when you claim to be a certain level. - Tell us about when you failed an assignment.
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