Wealth Management intern

Status
Group/Division/Type
Generalist
City
Los Angeles
Interviewed
December 2019
Overall experience
Positive
Difficulty
Average

General Interview Information

Outcome
Accepted Offer
Interview Source
College / University / On Campus Recruiting
Length of Process
1-2 months

Interview Details

What did the interview consist of?
Phone Interview
1 on 1 Interview
Skills Test
Background Check
Please describe the interview / hiring process.
I showed up at one of the branch offices. I was led into the conference room, where I got interviewed by the wealth strategy associate of the wealth management group I applied for. He went over my resume and asked me questions about it. The questions consisted of my extracurricular activities, what I knew about wealth management and why I wanted to be in the field, and so on. Then I had to do a mock sales call and see how I was on the phone. Overall it lasted a bit less than an hour.
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$5bn+
Est Annual Revenue
Industry

Other Interview Data

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Goldman Sachs, CHICAGO, 2016
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HSBC, New York, 2022
Vp (Vice President)
Morgan Stanley, New York, 2021
Vp (Vice President)
Morgan Stanley, New York, 2021
Quantitative Strategist (Vice President)
Morgan Stanley, NA, 2020

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