Investment Consultant Interview Questions | Glassdoor

Investment Consultant Interview Questions

73

Investment consultant interview questions shared by candidates

Top Interview Questions

Sort: RelevancePopular Date

how would you benefit this branch?

1 Answer

make it a lot of money

describe your current book of business

1 Answer

Prepare to answer specific questions about your sales process

1 Answer

why do you want to do this job?

1 Answer

Tell me about a bad manager you had in the past?

1 Answer

What was the most difficult subject you had to remember.

1 Answer

Was asked to describe how I would construct various types of portfolios from the ground up. I was given 3 different client types (I believe they were corp, end/fdn, & public fund) and basically was told to give a generalized answer (which, if you work in consulting or portfolio management, you know is kind of an open-ended question that can go a million different ways). Wasn't a tough questions by any means, but I had to let them know that I could be there until the next day describing all of the intricacies inherent to each client type.

1 Answer

What's your sales process?

1 Answer

none- everything was pretty straight forward.

1 Answer

Improper focus of questions that were irrelevant to job function

1 Answer
110 of 73 Interview Questions