I had to discuss each role individually, dive deep, and discuss my achievements and accomplishments. I was also asked how I obtained data and what software I used to do so.
Portfolio Interview Questions
3,256 portfolio interview questions shared by candidates
Please tell us about yourself
Why do you want this job? Tell me about your experience? Strengths and weaknesses?
What is the one biggest thing you think we should change about our stores?
A case study was given before where estate planning and/or wealth/portfolio management knowledge would be really useful, but you can do research before. Only one interviewer asked about it.
Would you get bored with the repetition of this position?
Tell me about your hobbies outside of work? Why are you interested in wealth management? Tell me something that would surprise me about you that I wouldn't like if I were to hire you right now? What is a GRAT? Explain the difference between a stock and an ETF. Why do you want to work at BBR? Why do you want to leave your current job? How do you handle high-stress situations? When was the last time you had a conflict at work and how did you resolve it?
What are your skills that match the job
standard HR Qs
Questions regarding business development of the book of business and my relationship with consultants .
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