the asked me to do a mock sales phone call
Private Client Services Sales Assistant Interview Questions
318 private client services sales assistant interview questions shared by candidates
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
How do you handle difficult situations? What do you do if you have a tough question you don't know an answer to? How are your phone skills?
self-intro, career goal, some behavioral questions to see if you match the attributes required by this role
What was my experience with Private/High Net Worth Clients?
What made me choose to apply at Citizens.
tell us about yourself and why this role
“Tell me about a time you handled multiple deadlines and how you stayed organized.” “How do you ensure accuracy when working with client documents or financial information?”
Describe a situation you went above and beyond
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