Wealth strategy associate Interview Questions

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Wealth Strategy Associate interview questions shared by candidates

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UBS
Wealth Strategy Associate was asked...19 August 2016

Get to know you, behavioral, culture/fit, a few technical questions.

1 Answers

Simple direct answers, don't bs your answers.

UBS

Walk me through your resume.

Bank of America

Field terminology to determine baseline knowledge.

UBS

How do you feel about 12-hour workdays? Getting in at 6am and leaving around 6pm or later.

UBS

what is your greatest weakness

UBS

mostly behavioral and some market based questions

Wells Fargo

How would you handle a conflict between two peers in your office?

UBS

Tell me about your previous work experience in wealth management and why you are interested in continuing with it in this role.

Citi

How would you build a new client segmentation strategy?

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