Wealth Manager Interview Questions


Wealth Manager interview questions shared by candidates

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Wealth Manager was asked...29 July 2015

Which department would I like to work in?

2 Answers

I told Wealth Management

Wealth manager

deVere Group

Useless Numerical Tests

2 Answers

They dont even care for results

You said they promise benefits and salaries that don't exist. Is the commission not add promised? What sort of money did you earn? Less


Psychometric Test was used to judge candidates orientation towards different qualities such as Leadership, Team work, Handling events with great importance, Initiative taking, Enthusiasm towards data interpretation, socializing etc. Group discussion was based upon a case study. Case study was about recovering loan amount from agriculture loans having default situation because of lack of rainfall and absence of government support to the bank. Interview was having simple HR questions: 1) About Work X 2) About Internship - Learnings out of it. 3) Why Banking Sector. 4) Why ICICI bank, why not an emerging bank. 5) Preference of location

1 Answers


Mehta Fincon


1 Answers

Why want to join Mehta Fincon


How do you produce self generated appointments?

1 Answers

From asking for referrals with each client, and looking through back book and calling existing clients when gaps found Less


What make you suitable for this position?

1 Answers

Explain related experience or qualification to the job offer, understand the company profile and elaborate. Less

deVere Group

Ability to self-motivate and generate own prospects

1 Answers

Have plenty of experience of that and gave numerous examples

deVere Group

Why would you be good in this role?

1 Answers

I have a strong determination and work ethic.

BNY Mellon

Why do you want to do this?

1 Answers

To be part of a team again and to help as many people as I can and learn as much as I can in order to help more people. Less

ICICI Securities

Job is related to financial product sales, do you think you will be able to do it?

1 Answers

Sales requires in depth knowledge of product that we sell, if I have complete knowledge of whatever product told to me to sell, there will not be any issue. In the end it is a PRODUCT. Less

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