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Associate wealth management Interview Questions


Associate Wealth Management interview questions shared by candidates

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Wealth Management Associate was asked...January 4, 2018

Why UBS? Why Wealth Management? Give examples of current position and how is related to the position that I am applying for.

1 Answers

Nothing too difficult, everything was straightforward and to the point if you act natural. Less


Tell me something that's not on your resum

1 Answers

Hello, is there other questions except this one?

Morgan Stanley

Tell me a little about yourself

1 Answers

Very hard worker and deeply motivated

Morgan Stanley

Define weath

1 Answers


Northwestern Mutual

Questions focused on how outgoing you are.

1 Answers

I was worried about my limited potential client pool because I'm not from the area and gaining clients may be difficult for me. Less

If I was amenable to their travel schedule - leaving at 5 a. m. to make day trips three hours each way

1 Answers

I did not respond with great enthusiasm.

Merrill Lynch

Name a time when you had a disagreement with someone on your team and how did you handle it

1 Answers

Example and solved the problem as a team

Ballentine Partners

Do you plan to get your CFA?

1 Answers

We had already discussed multiple times this was entry level position and I had no relevant technical experience - so asking if a CCA was in sight was a silly question. I answered openly and honestly: “I’m open to it and would consider the CPA track assuming that option is available to me. I recognize I’m applying for a different role now, and if this role proves rewarding, I’m also happy with that position. It depends and i like having that option to grow” Less

Goldman Sachs

Interviewer asked hardline market questions after examining my resume. He even asked me what I saw in the market.

1 Answers

I provided answers I thought were adequate but never got a Super call.


Challenges at current work place

1 Answers

That I work in a small team and my growth opportunities are limited.

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