Morgan Stanley Wealth Management Interview Questions | Glassdoor

Morgan Stanley Wealth Management Interview Questions

Interviews at Morgan Stanley

50 Interview Reviews

Experience

Experience
70%
24%
6%

Getting an Interview

Getting an Interview
31%
30%
26%
7
4
2

Difficulty

2.6
Average

Difficulty

Hard
Average
Easy

 

Wealth Management Interview

Anonymous Interview Candidate in Bellevue, WA
No Offer
Positive Experience
Average Interview

Application

I applied through an employee referral. The process took 1 day. I interviewed at Morgan Stanley (Bellevue, WA) in August 2015.

Interview

The interview process was extremely simple, it was only my first professional interview and the recruiter made me feel completely at ease. She was a regular employee there and as an intern you would be working to prepare reports under her. Excel is emphasized a lot in the interview as many tasks involved using excel to prepare reports for her to present to clients.

Interview Questions

  • Tell me about a time where you dealt with conflict.
    Have you had experience with financial reports before?   Answer Question

Other Interview Reviews for Morgan Stanley

  1.  

    Wealth Management Interview

    Anonymous Employee in Washington, DC
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied in-person. I interviewed at Morgan Stanley (Washington, DC) in May 2016.

    Interview

    We sat down, reviewed my current resume, discussed goals and skills that I to achieve during my time there over the summer, waited on a background check to clear, interviewed at a central office and then received an offer with orientation and then training.

    Interview Questions


  2. Helpful (1)  

    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
  3.  

    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


  4.  

    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


  5. 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.


  6. 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

  7.  

    Wealth Management Interview

    Anonymous Employee in New York, NY
    Accepted Offer
    Positive Experience
    Difficult Interview

    Application

    I applied through college or university. The process took 2 weeks. I interviewed at Morgan Stanley (New York, NY) in December 2013.

    Interview

    Basic behavioral and marketing based questions. Read the WSJ and Bloomberg to stay up to date. Practice simple common interview questions. You will most likely have a phone interview with HR, then a phone interview with someone in the department. Once you pass those interviews, you will most likely have a super day with 4 30 min interviews back to back.

    Interview Questions

    • What is the 10-year treasury rate? What is the S&P/Dow/Nasdac/etc. trading at?   1 Answer
  8.  

    Wealth Management Interview

    Anonymous Employee in Beverly Hills, CA
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied through college or university. The process took a week. I interviewed at Morgan Stanley (Beverly Hills, CA) in June 2016.

    Interview

    two interviews, second interview was mainly asking about hours and availability whereas first was behavioral;Walk me through your resume and your prior experience
    Why Morgan Stanley
    Mock phone call with "client"
    Basic behavioral interview although they want to know what you know about their specific team and what a financial advisor really does

    Interview Questions

    • What do you now about financial advising
      What do you know about what I do
      Why do you want to go into the financial industry   Answer Question

  9.  

    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


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