About myself - they already had my resume
Wealth Planner Interview Questions
25 wealth planner interview questions shared by candidates
I no longer recall the interview questions, they were standard.
Tell me about a difficult situation you had with a client and how you resolved it.
all were typical interview questions
Tell me more about yourself.
Final Stage: Self-intro. Short-term, long-term goals. "How many" relatives do you have (in HK), "how many" friends do you have. Please give exact numbers.
very straightforward
describe a time when you respond to changed circumstance
About the PMS. Market trend Your past experience. Customer service experience
Talk about a market trend you have been following
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