I have just secured an interview for a similar job like the one in my previous post ie its a “many hats” junior private wealth manager role - managing client investment portfolios, conducting research and market analysis, analytical evaluation, proposal building, portfolio modelling etcetera etcetera….; The firm is much bigger and is in 10 countries. This is my second job interview for this kind of role and I’m just curious to know the typical interview questions for this kind of role. My other interview was with a smaller firm and the interview was more like a general chat than an interview. .
In wealth management it varies a lot depeding on the advisor/PM you’re working for. I assume they will ask you questions related to each “hat” you expect to wear. I.e. how good are you at sales / business development, investment ideas, relationship management, research capabilities, etc.