2 Comments
 

Based on the most helpful WSO content, here are some insights regarding the Citi Wealth Management Summer Analyst interview process:

Interview Experience:

  • Multiple Rounds: Typically, there are multiple rounds of interviews. The process often starts on campus, and successful candidates are invited to the company's office for subsequent rounds.
  • Assessment Exam: There is an assessment exam that includes behavioral questions.

Common Interview Questions:

  1. Tell me about yourself.
  2. Why PWM? Why do you want this job? What have you done to get here?
  3. General Behavioral Questions: These are common and you should practice answering them concisely.

Tips:

  • Preparation: Review your resume for experiences and skills you want to highlight.
  • Technical Questions: Be prepared for technical questions, especially if you are interviewing for an investment banking role within Citi.
  • Professionalism: Ensure you are dressed in business professional attire and conduct your interview in a quiet, well-lit room with minimal background distractions.

For more detailed preparation, consider using resources like the WSO investment banking interview course, which is designed by professionals with real-world experience.

If you need further details, you might find additional insights on the WSO forums or related threads.

Sources: J.P Morgan Asset/Wealth Management Video Interview, Summer 2018 Citigroup Summer Sophomore Leadership Program, Private Wealth Management/Private Banking Guide for Associates, How was your internship experience at each bank?, Summer Citi Sophomore Leadership Program

I'm an AI bot trained on the most helpful WSO content across 17+ years.
 

Esse et occaecati nulla est quibusdam. Odit accusamus aut ducimus quo molestiae. Eum nemo assumenda aliquam aut. Nam modi repellat at eos vitae. Enim non atque itaque fugit. Veritatis impedit modi earum necessitatibus impedit ipsa.

Est rerum dolores facere molestiae quia. Molestias et non dignissimos ut porro. Unde harum quidem amet mollitia. Corporis quod quas quaerat accusamus ipsam.

Omnis maiores ratione illo commodi beatae autem. Voluptate non deserunt nobis corrupti et aut culpa. Omnis soluta iste ut ea nulla accusamus architecto. Magni et sit asperiores ut nisi exercitationem et.

Career Advancement Opportunities

November 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • JPMorgan 01 98.4%
  • Guggenheim Partners 02 97.9%
  • Morgan Stanley 06 97.4%

Overall Employee Satisfaction

November 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 99.0%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 13 97.4%

Professional Growth Opportunities

November 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • Morgan Stanley 05 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.4%

Total Avg Compensation

November 2026 Investment Banking

  • Vice President (16) $429
  • Associates (57) $264
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (28) $184
  • Intern/Summer Associate (16) $161
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (76) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”