Wealth Management Intern Interview Questions | Glassdoor

Wealth Management Intern Interview Questions


Wealth management intern interview questions shared by candidates

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If you had to recommend me a stock, which one would you choose and why?

2 Answers

Invest 10% of portfolio in USMO. Price $10.46, P/E ratio of 3.41, 9.56% annual dividend yield. $3.07 EPS. Great technical indicators: Bollinger bands, low and fast stockastics, etc. Favorable reviews by leading equity analysts. Company deals with government contracts in many areas. Government is growing, and so will the company's profits! SOLD!!!

You would have to figure out the customer's assumed risk right?

What do you think we do here at Merrill Lynch

1 Answer

Why do you want to intern at ML?

1 Answer

What is PWM?

1 Answer

When can you start?

1 Answer

Tell me a about a time you faced many challenged and how you overcame them.

couple of behavioural questions like..describe one of the hardes proj u did...how wud u tackle people who object to ur opinions..and stuff like tht.....jus answered confidently..and body language matters...so dont yawn or sit back...

How do interest rates affect the equity/fixed income markets?

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