Entretiens d'embauche pour Private Client Associate

Questions d'entretien pour Private Client Associate


Questions d'entretien pour Private Client Associate partagées par les candidats

Principales questions d'entretien

Trier: Pertinence|Populaires|Date
On a demandé à un Private Client Banker...22 octobre 2020

Would I be available to work some weekends and or later after close if there was a pending audit?

2 réponses

I stated, I would be agreeable to work some weekends. As well, I would be happy to assist if need with an audit. Moins

Yes, my job is my #1 priority, anything to assist with a cohesive effort, whether it requires working some weekends Moins

Sotheby's International Realty

What was my experience. What earnings did I bring to my last company What brokerage licenses did I have. This turned out to be a sales job. They asked me how I felt about rejection. what were the questions I would typically ask peopke that I wanted to become my clients. What kind of networking I was prepared to do

1 réponses

I was able to tell I had brought in 1.5 million in the last year but my income was fixed and I wanted to earn a bonus and have stock potetial. Moins

U.S. Trust

Why should we hire you.

1 réponses

Most of the questions were run of the mill like this. Did not feel the local managers knew how to do hard interviews. Moins


How would your previous experiences help you in this new role?

1 réponses

Explain how they connect.

HUB International

Where do I see myself in 5 years?

1 réponses

Open and honestly about my growth goals for my career, without setting a timeline. They encourage growth within the organization and want talent that sees a long-term future with the company. Moins

JPMorgan Chase & Co

How would you present and investment recommendation to a client?

1 réponses

Easy, just profile the client and present a recommendation.


I have 5 qualified candidates. Why should I choose you?

1 réponses

talked about my personality and referred to prior success

William Blair

What do you know about the markets?

1 réponses

What do you know about William Blair?

Charles Schwab

What experience do you have? What makes you the right fit for this role? Are you willing to relocate? Are you willing to pursue other roles in the company?

1 réponses

My experience is that I worked for this company for years, and have experience managing clients and their households. I feel that helping individuals and families achieve their goals is important and that the company, Charles Schwab, upholds these standards of providing the best service and advice. I am willing to relocate to the position I applied for. After reviewing the role, this position at Charles Schwab is best aligned with my experience and expertise. Moins

JPMorgan Chase & Co

Describe why you’re right for this role.

1 réponses

Customer service background experience and sales experience in banking and retail. Moins

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