Private Client Advisor Interview Questions | Glassdoor

Private Client Advisor Interview Questions


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Discussion of current market conditions in the HNW division.

Stats, (number of clients, book of business, etc.) on what I was currently responsible for.

They ask everything on your resume. Cindy will send you a detailed guide to prepare and questions pretty much are behavioral. They are genuinely interested to know you and your background.

How would you present and investment recommendation to a client?

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What do you know about the markets?

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