-Tell me about yourself and background -What's the current economic situation in your country?- -- Tell me the S&P 500, Dow Jones, NASDAQ, currencies (such as the YEN) and commodities (OIL) closing prices -Walk me through your resume -Where would you invest now due to the current market situation -What is your understanding of the Commodities industry, what has happened with oil prices and why?
Wealth Management Interview Questions
2,641 wealth management interview questions shared by candidates
What publications do you read to keep up with news on investing? After I answered question they added: Tell us about one of the recent articles you read from that source.
Current market trend that interests you
Mini case study: What kind of equity/fixed income allocation would you recommend someone who is retired already with USD 1M in a fund. She uses only the income from the fund. Doesn't want to lose capital at all.
The market trends/news you follow. Then more details about it.
how would you allocate a clients portfolio based on their risk tolerance
Mostly behavioral, market knowledge, getting along with everyone on the team.
Walk us through your experience?
How do you stay on top of market trends?
What do you know about hedge funds and private equity?
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