He didn't throw any curveballs. Make sure you be able to tell your story of why you are there sitting in front of him through your resume. Know your strength and weakness. I highly recommend talking about cold-calling or phone skill experience.
Wealth Manager Interview Questions
3,631 wealth manager interview questions shared by candidates
What's going on in the markets
Do you follow the stock market?
- Describe the role - 2 min overview
What's your achievement at your previous role
What’s your strengths and weaknesses, how do you stand out from your peers and how do you overcome your weakness.
Sell me this pen, do it!
(From online assessment) - Is it OK to be average?
Tell me about yourself?
Tell me about about why we should hire you?
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