Private Wealth Management Interview

CFA General
#1

I have a second round interview coming up next week for an analyst position in private wealth management for a major money center bank. I’ve cleared CFA level 2 and am a CPA. Currently work for a big 4 in audit. what kind of questions should i expect and how should i prepare. (outside of basic interview preparation obviously, but are there any specific things that i should watch out for or prepare for that you think would be helpful?) looking for some helpful tidbits thanks in advance

#2

analyst position in WM? is this within their discretionary money management service?

#3

yea its in the private wealth management/private banking group. its a 3 year analyst training and development program

#4

Developement progams are money. Lots of breadth to the job which expands your skills. Good luck, make us proud.

#5

agreed. sounds pretty sweet. i interviewed and was denied for a similar position. they basically groom you to be PM

#6

Uhh where? I just got done with a PWM Analyst position interview about 3 hours ago…

#7

district of columbia

#8

how’d it go by the way

#9

*Wipes sweat off forehead* Mine was in Miami. It went pretty well, don’t want to jinx it though. How about yours? When is round 2?

#10

What kind of compensation (salary+bonus) will you guys be starting at? Also, did the job posting refer to the training program? I’m interested in a similar career path and I’ve seen job ads by jp morgan, bac, wells, etc… for these types of jobs but don’t recall ever seeing a training program mentioned.

#11

IARdude Wrote: ------------------------------------------------------- > What kind of compensation (salary+bonus) will you > guys be starting at? Also, did the job posting > refer to the training program? I’m interested in a > similar career path and I’ve seen job ads by jp > morgan, bac, wells, etc… for these types of jobs > but don’t recall ever seeing a training program > mentioned. I believe the position I interviewed for would include a standard training program to learn the prop software. Also, the compensation is still up for discussion (might be; base + performance bonus).

#12

Hey Crabb22- Can you give me an email address to contact you at?

#13

crabb022@gmail.com