Investment Representative Interview Questions | Glassdoor

Investment Representative Interview Questions

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Investment representative interview questions shared by candidates

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Why would I be a good candidate for the company?

1 Answer

Tell me about a time when you solved a problem with a client who was upset

They asked me to sell them a cell phone

1 Answer

I couldn't say that there was any one in particular. It was more of a conversation about what I've done, where I've been and where I want to go.

Tell me about a time when you up sold a customer who didn't want to buy anything or wasn't happy. How did you handle a upset customer, and what did you do? Why do you want to work here?

Tell me about a time that you made a mistake, how you fixed it and what you have learned? If there were someone negative on your team, how would you manage the relationship? The question above about the client's portfolio and your quick assessment.

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