Morgan Stanley Wealth Management Interview Questions | Glassdoor

Morgan Stanley Wealth Management Interview Questions

Updated Nov 5, 2017
37 Interview Reviews

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Wealth Management Interview

Anonymous Employee
Accepted Offer
Positive Experience
Average Interview

Application

The process took 2 weeks. I interviewed at Morgan Stanley.

Interview

Was given an interview through a school application. Went to the branch and interviewed with a Financial Advisor for about an hour and a half. Interview went well and was offered a 10 month part time internship.

Interview Questions

  • Tell me about yourself? What makes you believe you can succeed in this industry?   Answer Question

Other Interview Reviews for Morgan Stanley

  1.  

    Wealth Management Interview

    Anonymous Employee
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied through an employee referral. I interviewed at Morgan Stanley.

    Interview

    Two rounds of interviews, fairly standard process. Interviewed at Morgan Stanley in New York City. Was told what the responsibilities would be during the process. Asked about my previous experiences in finance/banking.

    Interview Questions

    • Walk me through your resume? Why Morgan Stanley? What do you hope to gain from this internship?   Answer Question

  2.  

    Wealth Management Interview

    Anonymous Interview Candidate in Seattle, WA
    No Offer
    Negative Experience
    Easy Interview

    Application

    I applied through an employee referral. I interviewed at Morgan Stanley (Seattle, WA) in April 2017.

    Interview

    In-person interview. I was told I would hear back by the end of the following week. Never heard back, followed up and still never heard back. Talk about bad PR and bad HR practices.

    Interview Questions

  3. Helpful (5)  

    Wealth Management Interview

    Anonymous Employee in Chicago, IL
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied through an employee referral. The process took 4+ weeks. I interviewed at Morgan Stanley (Chicago, IL).

    Interview

    Phone Interview then interview in the office. Mostly behavioral questions with a few basic technicals. Overall everyone was very friendly and the firm was nice. I interviewed in the Chicago Office for Private Wealth Management.

    Interview Questions

    • Walk me through your resume.   1 Answer

  4. Helpful (1)  

    Wealth Management Interview

    Anonymous Interview Candidate in Blue Bell, PA
    No Offer
    Negative Experience

    Application

    I applied through college or university. The process took 2 weeks. I interviewed at Morgan Stanley (Blue Bell, PA).

    Interview

    Applied through university career site. Shortly after, I got a call from a representative to schedule an interview. She left a message without leaving her name or even what company she was with, so when I returned her call I had to ask, (as there are many companies I had been looking at and applied for) and she seemed offended that I didn't know it was "Morgan Stanley, a financial institution." On par with our first point of contact, she later cancelled the interview with another very pleasant voicemail, "Hey this is XYZ with MS, I'm cancelling your appointment. The position has been filled."

    This rep was unprofessional and extremely rude. Although MS is a prestigious institution, I would not imagine that this is the best environment to work.


  5.  

    Wealth Management Interview

    Anonymous Employee in Chicago, IL
    Accepted Offer
    Neutral Experience
    Average Interview

    Application

    I applied online. The process took 4+ weeks. I interviewed at Morgan Stanley (Chicago, IL) in December 2016.

    Interview

    Had a phone interview, then an in person interview, then another phone interview, and now another in person interview. The first in person interview was with a panel of 3 people, the person I originally talked with on the phone, someone from the wealth management department, and a second person form the HR department.

    Interview Questions

    • If you could create any color crayon, what would it be and why? followed by how would you go door to door to sell it?   Answer Question

  6.  

    Wealth Management Interview

    Anonymous Interview Candidate in New York, NY
    Declined Offer
    Positive Experience
    Average Interview

    Application

    I applied through a recruiter. The process took 4+ weeks. I interviewed at Morgan Stanley (New York, NY) in November 2016.

    Interview

    Selected to participate in the Super-Day; 25-30 minute long behavioral/technical interviews with 5 different VPs and Executive Directors. The HR facilitates the transition and you have the chance to meet the group you are interviewing against.

    Interview Questions


  7.  

    Wealth Management Interview

    Anonymous Employee in Chicago, IL
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took 2+ months. I interviewed at Morgan Stanley (Chicago, IL) in November 2016.

    Interview

    one phone screen and one in-person-
    The phone interview was more about resume, personality, strengths and weaknesses.
    In-person was more behavioral and situational questions.
    Advice: just let your personality shine through and be yourself.

    Interview Questions

  8.  

    Wealth Management Interview

    Anonymous Interview Candidate in San Francisco, CA
    No Offer
    Positive Experience
    Difficult Interview

    Application

    I applied online. I interviewed at Morgan Stanley (San Francisco, CA) in October 2016.

    Interview

    Three interviews took about three weeks. they contact me through email and set up an phone interview. the first interview with the HR recruiter, second one with the financial advisor, and the last one with the senior portfolio manager. Overall I would say people at morgan stanley are really nice.

    Interview Questions


  9.  

    Wealth Management Interview

    Anonymous Employee in San Jose, CA
    Accepted Offer
    Neutral Experience
    Average Interview

    Application

    I applied through college or university. The process took 3 weeks. I interviewed at Morgan Stanley (San Jose, CA) in June 2016.

    Interview

    Simple process, but took a long time. Basic interview questions from everyone in the financial advisor group you applied to. The thing is, wealth management isn't as technical as compared to careers like investment banking, so expect much more administrative duties.

    Interview Questions


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