First you have to complete a plum assessment online, then do a short online one way interview. They don't require submission of resume or cover letter and the one way interview (I think) holds the most weight.

1st interview - phone 2nd interview - video call 3rd interview - in person Interview process followed a classic fashion, as the interview questions were geared toward the interviewee's understanding of the wealth management process. This starts from how to approach clients, to circumstantial questions and scenarios given issues that may arise. Questions are also geared toward an understanding of the tools available to a wealth team to assist specific requests for a client and how to handle high net worth clients as well.