Why join the Bank instead of being an IFA
Planning Interview Questions
6,729 planning interview questions shared by candidates
Why do you want to be a relationship manager/wealth planning manager?
What's your motivation? What is your understanding of the position?
Why do you want to grow and pursue this career path
(Recruiter) Tell me a bit about yourself (Use the "Triple S" method: Success, Strength, Situation | Look up Dan Lok on YT)
(Manager) Describe a time when you received criticism and how you grew from it
When clients turned you down, what makes you going
They focus more on the personality side.
The questions were regular interview questions. A few tell me about a time type questions
What do you know about the Series 7 and 63.
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