Private client service associate Interview Questions


Private Client Service Associate interview questions shared by candidates

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Private Client Banker was asked...22 October 2020

Would I be available to work some weekends and or later after close if there was a pending audit?

2 Answers

I stated, I would be agreeable to work some weekends. As well, I would be happy to assist if need with an audit. Less

Yes, my job is my #1 priority, anything to assist with a cohesive effort, whether it requires working some weekends Less

Sotheby's International Realty

What was my experience. What earnings did I bring to my last company What brokerage licenses did I have. This turned out to be a sales job. They asked me how I felt about rejection. what were the questions I would typically ask peopke that I wanted to become my clients. What kind of networking I was prepared to do

1 Answers

I was able to tell I had brought in 1.5 million in the last year but my income was fixed and I wanted to earn a bonus and have stock potetial. Less

U.S. Trust

Why should we hire you.

1 Answers

Most of the questions were run of the mill like this. Did not feel the local managers knew how to do hard interviews. Less

How would your previous experiences help you in this new role?

1 Answers

Explain how they connect.

Marsh McLennan

Job challenges in my current position

1 Answers

Handling many tasks at once.


Why do you want to work for Alliance Bernstein?

1 Answers


William Blair

What do you know about the markets?

1 Answers

What do you know about William Blair?

Northern Trust

Mock Interview of an inbound call with a problem, and what you would do to resolve or handle it. Expect beginning to end.

1 Answers

Don't get caught up in details, but make sure you greet, explain how you listen, and what you did to resolve, and follow-up. Less

Bank of America

What drives you?

1 Answers

Talked about my drive for success. Evident by my MBA and my progression over the years with BofA and my successful track record. I enjoy competition and am passionate about winning. Less

HUB International

Where do I see myself in 5 years?

1 Answers

Open and honestly about my growth goals for my career, without setting a timeline. They encourage growth within the organization and want talent that sees a long-term future with the company. Less

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