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Global Wealth Management Interview Questions

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143 global wealth management interview questions shared by candidates

Do a sales pitch of 2min on any subject. Tell me about yourself? Why asset/wealth management & private banking? What's most important in the relation with the client -> how is JP Morgan better than its competitors? Where do you see yourself in 5 years? Describe when you worked with a team? Describe a project when you had to do something critical? What's your greatest achievement? When did you have to overcome a big set back/difficult time?
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Global Wealth Management EMEA Summer Analyst

Interviewed at J.P. Morgan

3.9★
Feb 9, 2016

Do a sales pitch of 2min on any subject. Tell me about yourself? Why asset/wealth management & private banking? What's most important in the relation with the client -> how is JP Morgan better than its competitors? Where do you see yourself in 5 years? Describe when you worked with a team? Describe a project when you had to do something critical? What's your greatest achievement? When did you have to overcome a big set back/difficult time?

Describe a "laddered-approach" to buying bonds. What will happen to J.P. Morgan's balance sheet once the fed raises interest rates? Describe duration. Describe floating rates. Describe LIBOR and why it's important. Why is a manhole round? How many golf balls fit in a 747 airplane?
avatar

Asset Management Global Wealth Management Summer Analyst Program

Interviewed at JPMorganChase

3.9★
Feb 24, 2016

Describe a "laddered-approach" to buying bonds. What will happen to J.P. Morgan's balance sheet once the fed raises interest rates? Describe duration. Describe floating rates. Describe LIBOR and why it's important. Why is a manhole round? How many golf balls fit in a 747 airplane?

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