I'm meeting with the managing directors of a PWM team at a pretty solid firm. I was told from some other members on the team that this interview would dive into some technicals such as: Where are the markets right now? What do you think stands out in the markets? Pitch a stock Any advice on how to approach these questions from a wealth/asset management perspective?

I’m not sure asking someone where the market is right now is a technical question lol. It sounds like you just need to be current with general market news. As for pitching a stock, it’s a private wealth management company not a hedge fund, so answer the person by saying you would first want to understand the client’s age and risk tolerance and based on that you could recommend a small growth stock or a large dividend stock or maybe even an inflation protected bond if the client was super old and only wanted to protect capital.

How to answer some common PWM Interview Questions

Smoke Frog

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