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HSBC Global Banking and Markets

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HSBC Global Banking and Markets Wealth Operations Executive Interview Questions and Answers

Updated 19 Oct 2023

HSBC Global Banking and Markets Wealth Operations Executive Interview Experiences

1 interview found

Wealth Operations Executive Interview Questions & Answers

user image Anonymous

posted on 19 Oct 2023

Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
More than 8 weeks
Result
Selected Selected

I applied via Referral and was interviewed before Oct 2022. There were 2 interview rounds.

Round 1 - Aptitude Test 

Written test based on English, aptitude

Round 2 - One-on-one 

(3 Questions)

  • Q1. Self Introduction
    • Add your answer
  • Q2. Tell me about your self
    • Add your answer
  • Q3. Tell me about your favorite place
    • Add your answer

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Interview questions from similar companies

Wealth Manager Interview Questions & Answers

IDFC FIRST Bank user image Anonymous

posted on 18 Feb 2025

Interview experience
1
Bad
Difficulty level
-
Process Duration
-
Result
-
Round 1 - One-on-one 

(2 Questions)

  • Q1. Can you tell me about yourself?
    • Add your answer
  • Q2. What is your past work experience?
    • Add your answer

Interview Preparation Tips

Interview preparation tips for other job seekers - This organization is the worst place to work, characterized by high pressure; I do not recommend anyone to join.

Relationship Wealth Manager Interview Questions & Answers

AU Small Finance Bank user image Anonymous

posted on 25 Sep 2023

Interview experience
5
Excellent
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Walk-in and was interviewed before Sep 2022. There were 2 interview rounds.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Keep your resume crisp and to the point. A recruiter looks at your resume for an average of 6 seconds, make sure to leave the best impression.
View all tips
Round 2 - One-on-one 

(2 Questions)

  • Q1. Self about me .
    • Add your answer
  • Q2. Working experience knowledge
    • Add your answer

Relationship Wealth Manager Interview Questions & Answers

IndusInd Bank user image Anonymous

posted on 2 Jan 2025

Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Not Selected

I applied via Naukri.com and was interviewed in Dec 2024. There was 1 interview round.

Round 1 - HR 

(2 Questions)

  • Q1. Our experience related questions
    • Add your answer
  • Q2. Project manager and customer relationship
    • Add your answer

Relationship Wealth Manager Interview Questions & Answers

Yes Bank user image Anonymous

posted on 11 Oct 2024

Interview experience
5
Excellent
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Recruitment Consulltant and was interviewed in Apr 2024. There were 2 interview rounds.

Round 1 - One-on-one 

(2 Questions)

  • Q1. Existing job profile
  • Ans. 

    I am currently working as a Wealth Relationship Manager at a financial institution.

    • Responsible for managing a portfolio of high net worth clients

    • Providing personalized financial advice and investment solutions

    • Building and maintaining strong client relationships

    • Monitoring market trends and economic indicators

    • Collaborating with other departments to meet client needs

    • Answered by AI
    Add your answer
  • Q2. Overall banking knowledge
    • Add your answer
Round 2 - HR 

(2 Questions)

  • Q1. What is your notice period
  • Ans. 

    My notice period is 3 months.

    • My notice period is 3 months

    • I am required to give a 3-month notice before leaving my current position

    • I need to serve a notice period of 3 months

    • Answered by AI
    Add your answer
  • Q2. Ctc in current company
  • Ans. 

    My current CTC is confidential and I am not at liberty to disclose it.

    • I am unable to disclose my current CTC as it is confidential information.

    • I am bound by company policy to not disclose my current CTC.

    • I can provide information on my expected salary or salary range for this role.

    • Answered by AI
    Add your answer

Relationship Wealth Manager Interview Questions & Answers

IDFC FIRST Bank user image Anonymous

posted on 5 Jan 2025

Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - Technical 

(2 Questions)

  • Q1. What should be the minimum civil score?
  • Ans. 

    The minimum civil score should be at least 700 for a Relationship Wealth Manager.

    • Minimum civil score should demonstrate financial responsibility and trustworthiness

    • Higher scores indicate better creditworthiness and lower risk for lenders

    • Some financial institutions may require a score of 720 or above for certain services

    • Answered by AI
    Add your answer
  • Q2. How much EMI do you want to pay for the top up?
  • Ans. 

    I am comfortable paying up to 20% of my monthly income as EMI for the top up.

    • Consider your monthly income before deciding on the EMI amount

    • Ensure that the EMI amount does not exceed 20% of your monthly income

    • Factor in other financial commitments before finalizing the EMI amount

    • Answered by AI
    Add your answer

Interview Preparation Tips

Interview preparation tips for other job seekers - I am Rahul Kumar Singh working in IDFC First Bank.

I have 3 years of experience in mortgage.

Wealth Manager Interview Questions & Answers

IndusInd Bank user image Anonymous

posted on 13 Feb 2020

I applied via Recruitment Consultant and was interviewed in Aug 2019. There was 1 interview round.

Interview Questionnaire 

1 Question

  • Q1. Total size of current Portfolio and experience with various wealth products.How much assets allocation and revenue generation done in earlier organisation.Work on all fee products such as MF ,PMS AND AIF ...
  • Ans. 

    I have experience managing portfolios of various sizes and working with fee products such as MF, PMS, and AIF. I also have knowledge of asset allocation, trade, forex, and customer satisfaction.

    • Managed portfolios of various sizes

    • Experience with fee products such as MF, PMS, and AIF

    • Knowledge of asset allocation

    • Understanding of trade and forex

    • Focus on customer satisfaction

    • Generated revenue through effective asset allocat...

    • Answered by AI
    Add your answer

Interview Preparation Tips

Interview preparation tips for other job seekers - BE Confident,share your current and previous experience. DONT give any unrealistic figures and please understand the interviewer question and expectation of organisation in hiring .

Relationship Wealth Manager Interview Questions & Answers

IDFC FIRST Bank user image Anonymous

posted on 18 Dec 2024

Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - One-on-one 

(2 Questions)

  • Q1. Only about sales
    • Add your answer
  • Q2. How much you can sale
    • Add your answer

Relationship Wealth Manager Interview Questions & Answers

IDFC FIRST Bank user image Anonymous

posted on 18 Apr 2024

Interview experience
4
Good
Difficulty level
-
Process Duration
-
Result
-
Round 1 - Aptitude Test 

LRDI , basic general knowledge

Round 2 - Technical 

(3 Questions)

  • Q1. Banking product related
    • Add your answer
  • Q2. Sales experience related
    • Add your answer
  • Q3. Why should we hire you
    • Add your answer

Relationship Wealth Manager Interview Questions & Answers

IDFC FIRST Bank user image Rajwinder Singh

posted on 23 Oct 2023

Interview experience
5
Excellent
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Recruitment Consulltant and was interviewed before Oct 2022. There were 3 interview rounds.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Don’t add your photo or details such as gender, age, and address in your resume. These details do not add any value.
View all tips
Round 2 - Group Discussion 

It was formal discussion of my existing company job and responsibilities

Round 3 - One-on-one 

(1 Question)

  • Q1. It was with one of the senior who discussed about the market, customer needs, products and more
    • Add your answer

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident and research for the company where you are going to give the interview and you should know each and every duties for your upcoming role.
More about working at HSBC Global Banking and Markets

HSBC Global Banking and Markets Interview FAQs

How many rounds are there in HSBC Global Banking and Markets Wealth Operations Executive interview?
HSBC Global Banking and Markets interview process usually has 3 rounds. The most common rounds in the HSBC Global Banking and Markets interview process are Resume Shortlist, Aptitude Test and One-on-one Round.

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HSBC Global Banking and Markets Wealth Operations Executive Interview Process

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Interview experience

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Excellent
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HSBC Global Banking and Markets Wealth Operations Executive Salary
based on 5 salaries
₹3 L/yr - ₹4.3 L/yr
23% less than the average Wealth Operations Executive Salary in India
View more details
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