Private wealth management analyst Interview Questions

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Private Wealth Management Analyst interview questions shared by candidates

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Morgan Stanley
Private Wealth Management Analyst was asked...25 March 2009

Why did you choose your university?

2 Answers

Glasgow Caledonian University is rated 3rd in the UK for Finance investment & Risk Degree and has close ties with the financial industry which is useful for academic work and for career prospects. Less

Department, culture, diverse student body etc. Different from where I grew up.

NatWest Group

Why private ealth

1 Answers

Some roles dependant on grade will mean you have to have private health insurance but the cost of this is covered within the benefit amount you receive each month if you are below the grade that private health is required you can still take it at a discounted monthly rate Less

Schroders

What is commercial awareness?

1 Answers

do you remember any other question?

Goldman Sachs

Do you work better on a team or as an individual?

1 Answers

After explaining your answer, interviewer would play devil's advocate and ask why you don't work well as an individual if you chose team player. Less

Goldman Sachs

Why Goldman Sachs & why PWM?

1 Answers

I focused on how I was a fit for Goldman and PWM specifically. Tie in pieces of your background to help build a strong, logical case for why you should be their top pick. Create a believable, true narrative. Less

J.P. Morgan

Why JPM, and why WM?

1 Answers

Passion for WM and the opportunities JPM allows you to learn from a variety of people while also providing value in your own analyst capacity Less

Morgan Stanley

Why Morgan Stanley?

1 Answers

They were doing financial well at a time when no one else was, so that is what I mentioned Less

Goldman Sachs

A hirevue first where they asked a lot of behavioral questions. "What would you do if you saw your friend cheating?" "What is a headline that is interesting to you?" On the superday, I had 3 interviews with 2 full-time workers. They asked me more behavioral questions, like why I'm interested in PWM and why this specific location.

1 Answers

I talked about TikTok being bought out, I researched skills that PWM job requires and incorporated it into my answers Less

Goldman Sachs

What motivated you to have such a great GPA

1 Answers

Coming from a humble background I knew that I had to cease every opportunity that came my way. Less

J.P. Morgan

They asked me to pitch a stock

1 Answers

I pitched lululemon pointing to growth potential in emerging markets and menswear and change in consumer sentiment regarding formal dress at work. Less

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