Associate wealth management Interview Questions

82

Associate Wealth Management interview questions shared by candidates

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UBS
Wealth Management Associate was asked...4 January 2018

Why UBS? Why Wealth Management? Give examples of current position and how is related to the position that I am applying for.

1 Answers

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Nothing too difficult, everything was straightforward and to the point if you act natural. Less

Scotiabank
Wealth Management Associate was asked...17 September 2018

Tell me something that's not on your resum

1 Answers

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Hello, is there other questions except this one?

Morgan Stanley
Wealth Management Operations Associate was asked...3 April 2016

Tell me a little about yourself

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Very hard worker and deeply motivated

Morgan Stanley
Wealth Management Associate was asked...17 August 2015

Define weath

1 Answers

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excess

Northwestern Mutual
Associate Wealth Management Advisor was asked...2 July 2019

Questions focused on how outgoing you are.

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I was worried about my limited potential client pool because I'm not from the area and gaining clients may be difficult for me. Less

Wealth Management Associate was asked...17 June 2020

If I was amenable to their travel schedule - leaving at 5 a. m. to make day trips three hours each way

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I did not respond with great enthusiasm.

Merrill Lynch
Wealth Management Client Associate was asked...7 April 2021

Name a time when you had a disagreement with someone on your team and how did you handle it

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Example and solved the problem as a team

Ballentine Partners
Wealth Management Associate was asked...1 November 2017

Do you plan to get your CFA?

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We had already discussed multiple times this was entry level position and I had no relevant technical experience - so asking if a CCA was in sight was a silly question. I answered openly and honestly: “I’m open to it and would consider the CPA track assuming that option is available to me. I recognize I’m applying for a different role now, and if this role proves rewarding, I’m also happy with that position. It depends and i like having that option to grow” Less

Aspiriant
Associate - Wealth Management was asked...14 September 2017

Challenges at current work place

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That I work in a small team and my growth opportunities are limited.

Goldman Sachs
Private Wealth Management Associate was asked...11 May 2016

Interviewer asked hardline market questions after examining my resume. He even asked me what I saw in the market.

1 Answers

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I provided answers I thought were adequate but never got a Super call.

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