About myself - they already had my resume
Wealth Planner Interview Questions
24 wealth planner interview questions shared by candidates
I no longer recall the interview questions, they were standard.
Tell me about a difficult situation you had with a client and how you resolved it.
all were typical interview questions
Tell me more about yourself.
Final Stage: Self-intro. Short-term, long-term goals. "How many" relatives do you have (in HK), "how many" friends do you have. Please give exact numbers.
very straightforward
About the PMS. Market trend Your past experience. Customer service experience
Talk about a market trend you have been following
One question that stood out was whether I would be willing to remain in the planner role long term with no desire or expectation to move into an advisory role or track.
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