It was a phone call which started off very friendly and casually, The interviewee asked some basic questions to get the conversation going before diving into the interview questions. The phone call itself was supposed to last 30 mins but I was done within 25 mins and he said he had no further questions to ask.

The interview process for wealth management typically includes an initial resume screening, followed by behavioral and technical interviews to assess interpersonal skills, financial knowledge, and client relationship abilities. Candidates may also face case studies or situational exercises focused on portfolio management, investment strategy, market awareness, and understanding of economic trends.