Investment Consultant Interview Questions

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“Which is the heaviest of seven marbles. You have a scale.”

“describe your current book of business”

“how would you benefit this branch?”

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“What was the most difficult subject you had to remember.”

“Tell me about a bad manager you had in the past?”

“why do you want to do this job?”

“none- everything was pretty straight forward.”

“Was asked to describe how I would construct various types of portfolios from the ground up. I was given 3 different client types (I believe they were corp, end/fdn, & public fund) and basically was…”

“What is needs based sales?”

“Improper focus of questions that were irrelevant to job function”

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