Wealth Management Internship Interview Questions | Glassdoor

Wealth Management Internship Interview Questions


Wealth management internship interview questions shared by candidates

Top Interview Questions

Sort: RelevancePopular Date

The easy questions were everything from, "tell me about a time you had to be a leader" to harder ones like a scenario where "you have a client that wants to invest $10 million dollars how do you invest it for him?" prepare for follow on questions to this question which is a good sign.

1 Answer

It depends on there age, goals, risk tolerance and investment objectives, but I would start with tax free municipal bonds since they are in a high tax bracket and near retirement.

If you were a trader and were the only person who could trade on 9/11/2001, what would you buy and what would you sell?

What's something you have done that benefits the comminity and neighborhood the most?

Tell me a time when you were under a lot of stress, how did you deal with it?

Why do you want to work for AXA Advisors and why should I hire you?

What classes I have taken that interest me the most. The personality assessment.

What do you know about UBS and why does that make you want to work for UBS.

110 of 11 Interview Questions