Morgan Stanley Wealth Management Interview Questions | Glassdoor

Morgan Stanley Wealth Management Interview Questions

Updated May 12, 2017
32 Interview Reviews

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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

Other Interview Reviews for Morgan Stanley

  1. Helpful (3)  

    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

  2.  

    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.


  3.  

    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

  4. Is this helpful? The community relies on everyone sharing – Add Anonymous Interview Review


  5.  

    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


  6.  

    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


  7.  

    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


  8. Helpful (1)  

    Wealth Management Interview

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

    Application

    I applied through college or university. The process took 4+ weeks. I interviewed at Morgan Stanley (New York, NY).

    Interview

    Asked a decent amount of technical question then followed with behavioral. Make sure to follow up on business articles and read about the marker. The more you know the better

    Interview Questions


  9. Helpful (1)  

    Wealth Management Interview

    Anonymous Interview Candidate
    No Offer
    Neutral Experience
    Average Interview

    Application

    I applied through a recruiter. I interviewed at Morgan Stanley.

    Interview

    Super Day was 4 rounds of 30 min. Each interviewer focused on a different area; one getting a sense of your teamwork style, one competency-based, one about where you see yourself at Morgan Stanley, and one based off of your resume.

    Interview Questions

    • Tell me something about yourself that's not on your resume.   Answer Question

  10.  

    Wealth Management Interview

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

    Application

    I applied online. The process took 2 weeks. I interviewed at Morgan Stanley (New York, NY) in December 2015.

    Interview

    2 rounds: first round was more fit, the second was the super day, which consisted of traveling to NYC to meet with 4 or 5 people. A lot of it was fit as well, little technical, as the Wealth Management role at Morgan Stanley is primarily a "sales" role. In fact, you actually had to prepare a sales pitch on anything of your choice. You could sell them a pen or you could sell them a stock--up to you!

    Interview Questions

    • Why Wealth Management at Morgan Stanley?   1 Answer

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