interview questions shared by candidates
The mock call. The interviewing managers called me from another room and pretended to be a client calling in asking about investments. They gave me a sheet with the client and company info on it to use during the call.
After verifying security questions, was asked basic questions like account performance and such. I was a lot more elaborate than I needed to be in order to showcase my knowledge (which never hurts during an interview). I even went the extra step to probe for outside assets and try to consolidate those assets, since that's really what they are looking for in a potential recruit.