I have only participated in the HireVue interview and I am waiting to hear back. It was mostly behavioral questions, with one technical markets question. You had 30 seconds to prepare for the question and about 90 seconds to respond.

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.