How would you build a relationship with a client with an aggressive demeanor?
In the wealth management industry, you will come across many egocentric personalities, some of which may be assertive or emboldened by their financial positioning. Your response will offer a meaningful glimpse into your soft interpersonal, mediation, and negotiation skills. The interviewer needs assurances that you have the emotional intelligence and maturity to navigate and relate to these personality types. They are also curious if you have issues with people in positions of authority or if you strive to preserve the peace and exhibit respect for your superiors.
"Many of my clients are wealthy business professionals who are busy and do not have time to fuss around conversations. Sometimes they can come across as intimidating; however, I remind myself they have a lot on their plate, and I need to make every conversation count. I am proud of the work I deliver and stand behind it, no matter how intimidating or brief a client can be."
"Because of the vulnerable nature of wealth planning and management, I can understand some people may feel intimidated by the whole thing, thus coming across as a bit harsh or intimidating themselves. If this situation occurs, I will focus less on how I feel and more on how they feel."
