How did your interest in finance start?
Wealth Management Interview Questions
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Tell me a time when you have to lead a team.
What is PWM?
First was a 30 minute call about experience and knowledge of the markets, basic behavioral, second call was 30 minutes of straight behavioral questions.
If you get 2 job offers how will you choose?
What is the most complex financial plan you’ve put together
Basically wanted to hard sell a client on first contact which is not something I was interested in.
Out of all the jobs you had prior, which one did you like and why?
Where do you see yourself in 5 years?
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