Tell me about yourself
Wealth Management Interview Questions
2,630 wealth management interview questions shared by candidates
Describe 4 key principles of OOP
Most of the interviews were qualitative asking about my history, skills and background. There were a few interesting questions "Describe what customer service means to you?" "If a client needed 2 million and they had 1 million in cash and the rest of the money was in stocks and bonds, what would you do?"
Describe a time when you made a mistake and how you remediated it?
Why Goldman Sachs & why PWM?
Would an investor prefer a portfolio backed by a house or backed by stocks and bonds?
Do you work better on a team or as an individual?
How do you feel about cold calling?
If a client called and was not happy about the service, what would you do?
Screen you and your CV as soon as you make a profile, they encourage you to apply, reject you for roles you are qualified to do, and then try to ring you in a friendly manner offering you new and exciting opportunities in recruitment.
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