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Wealth planner Interview Questions
14
Wealth Planner interview questions shared by candidates
Wealth Management Planner was asked...22 April 2020
Senior Wealth Planner was asked...19 June 2016
Tell me about a difficult situation you had with a client and how you resolved it.
1 Answers↳
Use the STAR format. You can actually just make something up, if necessary.
Financial Planner/Wealth Management Personal Banker was asked...16 September 2019
Financial Planner/Wealth Management was asked...13 March 2017
Final Stage: Self-intro. Short-term, long-term goals. "How many" relatives do you have (in HK), "how many" friends do you have. Please give exact numbers.
very straightforward
Financial Planning and Wealth Management was asked...28 November 2018
describe a time when you respond to changed circumstance
Senior Wealth Planner was asked...19 December 2018
About the PMS. Market trend Your past experience. Customer service experience
Financial Planner/Wealth Management was asked...13 March 2017
Stage 1: Why AiA? Why did you choose this role? How can you compare AIA with the HK market? What is the potential/future of this industry?
Wealth Planner was asked...20 February 2019
Q-1) Tell me something about yourself ? Q-2) One Major problem till now you faced in your life ? Q- 3) Why you want to join our company ? Q-4) Product knowledge.. e.x : PMS , Mutual Fund
Wealth Planner was asked...22 February 2019