Tell me a time when you were asked to change your approach? Tell me a time when you went above and beyond for a client? Tell me a time when you built rapport with a client? Etc.
Relationship Associate Interview Questions
9,672 relationship associate interview questions shared by candidates
Tell me about a time when you had to delivery difficult news to a client.
Why Vanguard?
Your clients Mr. and Ms. Brown are having a child. They are both 27 years old and are trying to set up a college fund for the kid. They are have 150k cash for investment. In addition, The Brown's parents are both contributing 20k. How would you allocate their portfolio.
Previous experience and skills that would be relevant to the role
Tell me a time when... (dealt with a difficult customer, worked in a team, etc.)
Can you explain the difference between mutual funds and ETFs as though I were a client?
what is your strength
Why do you want to work here, what do you know about Vanguard, also they make you do a role play.
tell me about a time when you tried something new. What was it and how did you handle the situation.
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