Fragen in Vorstellungsgesprächen für Financial Advisor in Region Calgary, Kanada | Glassdoor.de

Fragen in Vorstellungsgesprächen für Financial Advisor in Calgary, Kanada

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Fragen aus Vorstellungsgesprächen für Financial advisor, von Bewerbern geteilt

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 Quantify clients’ risk tolerances and return needs.  Allocating funds between financial and real assets.  Eliminate unsystematic risk on a global bias.  Evaluate changing capital market expectation.  Monitor the clients’ needs and circumstances. Rebalance the portfolio.  Minimize transaction cost.

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 Quantify clients’ risk tolerances and return needs.  Allocating funds between financial and real assets.  Eliminate unsystematic risk on a global bias.  Evaluate changing capital market expectation.  Monitor the clients’ needs and circumstances. Rebalance the portfolio.  Minimize transaction cost.

tell me a situation that u think out of the box

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what is ur four most successful moment? what others describe you in eight words?

1. Have you ever sold a product you didn't believe in to a customer

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Typical stuff, describe a situation in which you worked with a difficult team member, a difficult customer, etc. At the in-person interview it was a more casual conversation and then some situational assessments. The manager did not seem well prepared, it was as if he was reading the situations to me for the first time himself. These mostly surrounded bank security and ethical concerns.

Name a time when you had to stick to your guns/when something went against your morals, how did you handle it?

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