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      Charles Schwab

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      Senior Private Banker Interview

      25 July 2018
      Anonymous employee
      Accepted offer
      Positive experience
      Average interview

      Application

      I applied online. The process took 3 months. I interviewed at Charles Schwab

      Interview

      First it was a brief screen with recruiter. Then 5 interviews with various senior leaders. Interview questions were geared at gauging my experience of working with High Net Worth clients, understanding how I partner with other internal partners and my overall industry knowledge. This was followed by a face to face meeting with multiple high ranking segment leaders that lasted two hours. After that a cool off period while I waited for a confirmation from the board of directors which was followed with an offer. Through the entire process hiring manager maintained contact and kept me informed of what was to come next. The recruiter was very responsive as well, answering my questions and providing me with information I’ve requested. Long process but positive experience with ongoing communication.

      Interview questions [3]

      Question 1

      A few resume specific questions where I was asked to explain in more detail some aspects of what I’ve done in my previous role
      Answer question

      Question 2

      Why Schwab? Why did I decide to apply there? Followed by why me? Sort of a “sell yourself as an asset” question
      Answer question

      Question 3

      Have I worked with third party advisors before where I was not the relationship Manager?
      Answer question