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Wealth planner Interview Questions
14
Wealth Planner interview questions shared by candidates
Wealth Planner was asked...21 August 2022
They asked me what I wanted for a salary.
Wealth Management Planner was asked...22 April 2020
Financial Planner and Wealth Manager was asked...10 February 2020
What do you think would be the biggest challenge in undertaking this role
Financial Planner/Wealth Management Personal Banker was asked...16 September 2019
Wealth Planner was asked...22 February 2019
what i liked about mehta fincon
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
Senior Wealth Planner was asked...19 December 2018
About the PMS. Market trend Your past experience. Customer service experience
Financial Planning and Wealth Management was asked...28 November 2018
describe a time when you respond to changed circumstance
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.
Financial Planner/Wealth Management was asked...13 March 2017