Just a typical IB question, about why JPMC, how you handle difficult customer, and which platforms that you used to grasp information
Private Bank Interview Questions
445 private bank interview questions shared by candidates
They asked me if I had a book. They seemed near exclusively looking for those with books. This is fine in my opinion, but I was there over an hour interviewing until the principal interviewed me and told me shortly that it wasn't a good fit. I should have seen the principal first.
If I am a 40 year old individual and I have 50 million dollars, how would you go about investing this money? If I am a client who has been travelling for the past 5 months and hasn't read anything about the markets, can you please summarize what is happening in the markets globally?
Tell me whats going on in the market How would you invest someone's money based of ______ criteria What is a question we haven't asked you Why JPM When have you worked in a group What are your hobbies
How do you keep yourself organized?
What is the threshold for a client to be eligible with Chase Private Bank?
the asked me to do a mock sales phone call
Let’s role play a typical conversation by phone with a customer
Questions surrounded topics like customer service, work schedule, relationship building, managing a book of business, net acquisitions and working with a team of other finance and banking professionals. I was asked about my familiarity with Chase Private Client and how I saw myself working in that role to assist high net worth customers.
All my questions were pertaining to my old employer
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