Interview Questions for Private Wealth Management

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Interview Questions for Private Wealth:

Will use Lehman as the Example

Can you tell me about your summer analyst experience at Lehman Brothers? oHow did you choose Lehman Brothers for your internship? What made you want to return as an Analyst? •As a summer analyst, will I be working with a specific mentor or for several teams/project group managers? What are some examples of projects/responsibilities in which I will be entrusted if I’m brought on at Lehman Brothers? •The review process during the summer sounds pretty intense. Is the feedback during the mid-term and final review very frank? (Good. In interested in learning all I can about the industry and welcome constructive criticism.) •What is a typical day like for you?

Did you find that the firm takes the time to adequately train you or is training mostly self-motivated? •There’s been a lot of press lately regarding lay-offs at big banks and very reputable investment firms. How is Lehman Brothers as a firm not following suit? What are y’all doing to protect the job security of your employees? •I read a recent article about Lehman Brothers reporting record net revenues, income and earnings per share for 2007 and Fortune ranked the firm as the #1 Most Admired Securities Firm. How does the firm plan to build on that in 2008? •Do you have any advice for me as a MBA student? Is there anything you know now that you wish you had known when you were in my shoes? •What is the next step in the interviewing process?

Why are you interested in Private Wealth Management?
(Look at compassion portion of book)
Play up your interpersonal skills and desire to help people •Talk about what dad does and how you’ve learned from him . . . and how you want to follow in his footsteps . . . but in a bigger market with a bigger better firm. •Motivated, Type A (even though many people think I’m laid back/I just handle stress well.)
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