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I talked about my school background including course work and projects. I also touched upon past part time jobs and time management skills. I included some personal info about myself like my hometown and person morals that are important to me in the work place. Less
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speak with clients and advisors daily and set appointments
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Competence-based questions e.g. when have you previously showed initiative?
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I had researched this before so gave my point of view on it. Just look at how the industry is changing to trade in this manner and the inherent benefits. Show you are keen and don't worry about not getting the particulars right, we just want to see that you are enthusiastic and willing to learn. Less
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In the short-to-intermediate term, safe capital preserving sectors that provide current income are attractive in such an uncertain macro environment. Long-term, its not too early to start allocating to private market growth strategies. Less
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I tried to narrow that big question down to specific question.
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Thoroughly modern infrastructure all round these days, but old world principles and very much long term oriented in it's approach to managing money. Will cater to all kinds of UHNW clients - recently sold businesses and multi-generational wealth... Less