I have a Wealth Managment Super-Day scheduled for this Friday after only doing HireVue, It's going to consist of a lunch and 5-30 minute interviews. What should I be focused on for preparation/does anyone have any personal insight they can share as to what I should expect? I'll be interviewing at a mid-western office. Appreciate any insight, thanks
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Comments (25)
For which office?
OKC
Just did a super day for WM and the interviews are very behavioral as they are testing your interpersonal skills as it's a very relationship-based role. Would recommend brushing up on the markets, forming your opinions on where you think it's going and practice your why's i.e. why WM, why JPM, why finance etc. and have a solid story. They may also test how good you are at explaining complex things in basic terms as that's what advisors do with their clients
Had mine a little over a month ago, received the offer. Extremely behavioral. Have a clue to markets, (recent events, 10 year were the two questions I had) and really just work on the connection with your interviewer. After all, that really is what a lot of PWM comes down to, the relationships you can form. Best of luck!
Were they more complex behavioral or rather basic? Anywhere I can find some good practice? Also what do you mean by "10 year were the two questions I had"? I really appreciate the insight, Thanks!
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Started behavioral and got fairly in depth by the end of the interview. I meant they asked about recent market events that I found interesting and also what the ten year yield was just to see if I knew.
Was this for one of the diversity superdays? Congrats on your offer!
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