Wealth Management Interview Questions | Glassdoor

Wealth Management Interview Questions


Wealth management interview questions shared by candidates

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If the interest rates go down, what happens to the value of a bond?

1 Answer

Bond Value goes higher to align yield with lower interest rates

what is the limit of sqrt(x^2+x)-x when x goes to infinity

6 Answers

flip a fair coin, what is the expected number of times one need to flip to get two consecutive head.

4 Answers

Why did you choose your university?

2 Answers

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

2 Answers

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

What are the different models used for options pricing and when are they better used.

1 Answer

Nothing out of the ordinary.. Basic what what you do type of questions.

1 Answer

What do you think we do here at Merrill Lynch

1 Answer

What makes you a high achiever?

1 Answer
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