Associate
Status
1st Year Associate at
Group/Division/Type
Private Banking
City
Miami
Interviewed
May 2023
Overall experience
Difficulty
General Interview Information
Outcome
Accepted Offer
Interview Source
Recruiter
Length of Process
6-9 months
Interview Details
What did the interview consist of?
1 on 1 Interview
Please describe the interview / hiring process.
Interviews in terms of coffee chats started in August came to a halt in September and resumed in April. In April had 1on 1 with MDs and questions were very conversational.
They specifically asked me about personal investment habits and how I allocated a portfolio. They also asked about tax reforms effect on estate planning which is specifically related to PB.
They specifically asked me about personal investment habits and how I allocated a portfolio. They also asked about tax reforms effect on estate planning which is specifically related to PB.
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