Wealth planner Interview Questions


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Fidelity Investments
Wealth Planner was asked...21 August 2022

They asked me what I wanted for a salary.


About myself - they already had my resume

1 Answers

I told them about my life


What do you think would be the biggest challenge in undertaking this role

Banque Nationale du Canada/National Bank of Canada

all were typical interview questions

1 Answers

reasonable answers worked

Mehta Fincon

what i liked about mehta fincon

Mehta Fincon

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

Mehta Fincon

About the PMS. Market trend Your past experience. Customer service experience


describe a time when you respond to changed circumstance

AIA Group

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.

AIA Group

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?

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