Interview Questions for Wealth Management Associates:
1. What process do you follow when preparing an investment analysis for a client?
Demonstrates the candidate's knowledge of investments and their ability to simplify complex information.
2. What is your approach when contacting a client about investment losses?
Highlights the candidate's customer relations and experience in conveying information relating to financial markets.
3. Can you describe a time when you guided a wealth manager to change his investment strategy?
Reveals the candidate's knowledge of financial markets and their confidence in expressing a difference in opinion.
4. Which online platforms do you recommend for finding the best market analyses?
Evaluates the candidate's ability to research international market trends.
5. Can you describe the outcome of a complex investment that you advised on?
Assesses the candidate's knowledge and experience, as well as their negotiation and persuasive skills.