Questions were about education and experience.
Associate Relationship Manager Interview Questions
9,672 associate relationship manager interview questions shared by candidates
What is an ETF?
Tell me about recent financial news?
Know financial terminology. Stocks, bonds, ETF's, mutual funds, index funds, positives and negatives of each. Be able to apply these terms to situational questions.
The role-playing caught me a little off guard, but again, it is fairly straightforward. During the phone interview process, friends I knew interviewing for the job claimed to have been given technical questions asking to describe the different types of financial instruments in the market and to go into detail describing the functions of a mutual fund. This largely depends on your interviewer since mine did no such thing.
If a client calls in disgruntled, what do you do?
Tell me about a time you had to make a split second decision
Name a time you had to deal with a displeased customer
Explain a time when you failed at something and how you recovered from it.
Why did you choose: Your university? Your major? Vanguard?
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