FFINBRO

WM track

Wealth Management interview questions

Wealth management interviews are the most client-facing in finance. Allocation across a real balance sheet, tax and estate basics, and the awkward conversations that come with other people's money.

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100
Questions
25
Case roadmaps
8
Formula sheets
6
Topics

Coverage

What this track covers

Private client advisory. Asset allocation, tax and estate basics, client relationship scenarios.

  • Asset allocation
  • Planning
  • Client scenarios
  • Accounting
  • Products
  • Behavioural

Sample

Five real questions from this track

Straight from the 100 in the app. Each one comes with a model answer, the follow-ups an interviewer would ask next, and the trap most candidates walk into — those stay inside.

  • Asset allocation What role should alternatives play in a private client portfolio?
  • Behavioural Tell me about a time someone trusted you with something important.
  • Client scenarios A client wants to invest £200,000 in a friend's private business. How do you advise?
  • Planning Annuity or drawdown for a retiring client?
  • Products Active or passive for a private client portfolio?

Other desks

Interviewing somewhere else too?

Pro opens all 7 for €10 a month — worth it the moment you are applying across more than one desk.

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All 100 questions, 25 cases and 8 formula sheets, at no cost and with no time limit.

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