Was asked to draft slides on strategy on how to obtain new clients
Private Banker Interview Questions
268 private banker interview questions shared by candidates
Why D, Why PB, fit questions
How would you allocated $100mn?
behavioral
nothing in particular....just reviewed my resume
None, a majority of the questions revolved around how I met the goals that I had and how I managed / tracked my progress towards those goals.
You work with many different personlaities in the sales process. Describe two situations in which you used different approaches to make your sale.
If your know your schedules you will be fine.
Nothing was unexpected. My district manager is very vanilla and plain.
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