I was not asked any questions during my phone interview.
Investment Assistant Private Client Interview Questions
10 investment assistant private client interview questions shared by candidates
they asked about my background
The greatest concern was longevity, they wanted to sure I would give the position at least 5 years.
What are your customer service skills and how have you implemented them?
Go through your resume and explain
Coming from an operations background, how do you anticipate you’ll be able to handle client interactions?
Have you taken the FINRA exams? (They mostly care about this)
Tell me about a time you handled a difficult work interaction
Tell me about your strengths.
Tell me about a time you were in a time that worked out hugely successful.
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