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Wealth Management Interview Questions


Wealth management interview questions shared by candidates

Top Interview Questions

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If I wanted to buy a house and I have money in different currencies, which currency is the most beneficial for me to use?

1 Answer

British pounds as I am buying in the UK

There was no real interview it was more analysis and group work that had to be completed

1 Answer

You have just joined a group who have been working on a project for three weeks. This is the first time you have met with this group of people. How would you go about building relationships. (2 minutes to prepare, 5 minutes to deliver a recorder response)

At the phone interview we were asked motivational and competency questions about why we want to work for hsbc, why this programme in particular, and then things about explaining a time we have shown a particular skill

What are my long term goals in achieving the qualifications?

1 Answer

Why JP? Why the division? How would you invest £1 million? What is interesting you in the news at the moment?

They asked me to write some code in the interview, since I have a technical degree even though it would not be a part of the role.

What do you do if I am your manager and I do something wrong?

1 Answer

A lot of competency based questions based on previous experience in the industry

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