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Wealth Managers Interview Questions and Answers

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Interview questions from similar companies

Interview experience
3
Average
Difficulty level
Hard
Duration
Less than 2 weeks
Result
Not Selected

I was interviewed in Oct 2024.

2 Interview Rounds

1

Aptitude Test Round

Basic Financial Accounting concepts
Email Writing
Logical Reasoning

2

Technical Round (4 Questions)

  • Q1. What goes in the line items of Income Statement?
  • Q2. What is Investment Banking?
  • Q3. Explain the impact of share buyback on the 3 financial statements.
  • Q4. Impact of bonus share issue on 3 financial statements.

Interview Preparation Tips

Interview preparation tips for other job seekers - I was prepared for Valuations and Financial Modelling questions but the Accounting questions caught me off guard. Was even suggested by the recent hires to prepare well on the Relative Valuations which I did, but still not even one question was asked about finance, the whole interview revolved around Accounting, and 2 questions of the "impact on FS", which I found to be a difficult scenario, since I knew the basic stuff like what would be the impact of Purchase of Machinery/Debtors written off. But share buyback/bonus issue was a type of question which witnessed for the first time.
Interview experience
5
Excellent
Difficulty level
-
Duration
-
Result
-

1 Interview Round

1

One-on-one Round (5 Questions)

  • Q1. Learning environment
  • Q2. Approachable to seniors
  • Q3. Friendly culture
  • Q4. Best learning place
  • Q5. Process team working on daily basis for better solution. Best place for work
Interview experience
5
Excellent
Difficulty level
-
Duration
-
Result
-

1 Interview Round

1

Technical Round (2 Questions)

  • Q1. Implement LRU cache
  • Q2. Some git Commands, SQL query,Kafka
Interview experience
3
Average
Difficulty level
Moderate
Duration
2-4 weeks
Result
No response

I applied via Approached by Company and was interviewed in Jul 2024.

2 Interview Rounds

1

One-on-one Round (3 Questions)

  • Q1. Overall details
  • Q2. Education details
  • Q3. Random essay on back of cv
2

One-on-one Round (3 Questions)

  • Q1. Self introduction
  • Q2. Education details
  • Q3. General legal knowledge

Interview Preparation Tips

Interview preparation tips for other job seekers - Reach on time, prepare your resume, revise general and legal knowledge and dont get desperate if you don't hear from the company.
Interview experience
5
Excellent
Difficulty level
Moderate
Duration
2-4 weeks
Result
Selected Selected

I applied via Referral and was interviewed in Jun 2024.

2 Interview Rounds

1

Technical Round (3 Questions)

  • Q1. What is your day to day roles and responsibilities
  • Q2. What is Spanning Tree Protocol?
  • Q3. Have you ever used BGP
2

Technical Round (4 Questions)

  • Q1. Mostly on BGP Protocol
  • Q2. Difference between Packet Switching and Store and Forward Switching
  • Q3. What are output errors
  • Q4. How to create IPSec Tunnel with CSR

Skills evaluated in this interview

Interview experience
3
Average
Difficulty level
-
Duration
-
Result
-

1 Interview Round

1

One-on-one Round (2 Questions)

  • Q1. Tell me about Trade life cycle?
  • Q2. Tell me about Financial products?
Interview experience
5
Excellent
Difficulty level
Moderate
Duration
-
Result
-

1 Interview Round

1

Technical Round (2 Questions)

  • Q1. Pattern printing
  • Q2. Design elevator for multiple story building
Interview experience
4
Good
Difficulty level
-
Duration
-
Result
-

2 Interview Rounds

1

Assignment Round

A Questionnaire was given with job-related and appropriate questions.,

2

One-on-one Round (5 Questions)

  • Q1. What did you understand about the JD?
  • Q2. How can your experience help us?
  • Q3. Are you open to learning new software and tools to excel at this job?
  • Q4. Tell us about your "XYZ" role at "XYZ" company.
  • Q5. Are you open to working long hours?

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident
Interview experience
4
Good
Difficulty level
-
Duration
-
Result
-

1 Interview Round

1

Technical Round (2 Questions)

  • Q1. What is Action Filters In dot net
  • Q2. View vs Stored Procedure

Skills evaluated in this interview

Interview experience
5
Excellent
Difficulty level
-
Duration
-
Result
-

2 Interview Rounds

1

Coding Test Round

2 coding questions based on DSA.

2

Technical Round (2 Questions)

  • Q1. Easy coding problem.
  • Q2. Medium coding problem.

Wealth Managers Interview FAQs

How to prepare for Wealth Managers interview?
Go through your CV in detail and study all the technologies mentioned in your CV. Prepare at least two technologies or languages in depth if you are appearing for a technical interview at Wealth Managers. The most common topics and skills that interviewers at Wealth Managers expect are Relationship Management, Accounting, Accounts Finalisation, Administration and Client Handling.

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Wealth Managers Reviews and Ratings

based on 3 reviews

4.2/5

Rating in categories

2.0

Skill development

4.8

Work-Life balance

4.4

Salary & Benefits

4.2

Job Security

3.6

Company culture

3.0

Promotions/Appraisal

4.6

Work Satisfaction

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