I applied through other source. The process took 2+ months. I interviewed at Private Medical (Santa Monica, CA) in Mar 2023
Interview
The interview process was fairly structured. I first met with the recruiter who then submitted my resume and her notes to the founder and CEO. I scheduled a virtual meeting with the CEO where I later advanced to meet with a panel of key executives. I was given a project to present to the panel followed by Q&A. I spent about 35 hours preparing the slides and prepping for the presentation and panel interview.
Interview questions [1]
Question 1
I enjoyed interacting with everyone I interviewed with, especially the founder and CEO, and I felt the process was quite fair given the nature of their service for HNW and UHNW individuals. I was asked if I had direct experience working for companies who service Family Offices or HNW / UHNW individuals.