Private Client Advisor Interview Questions | Glassdoor

Private Client Advisor Interview Questions


Private client advisor interview questions shared by candidates

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Why should we hire you.

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Most of the questions were run of the mill like this. Did not feel the local managers knew how to do hard interviews.

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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