Master 27 Investec Private Bank SA interview questions covering wealth management, client relationships, and private banking expertise.
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Ryan Brunner has over ten years of experience recruiting, interviewing, and hiring candidates in the healthcare, public service, and private manufacturing/distribution industries.
As a simple tool to gauge how you will both satisfy clients and make a profit for Investec Private Bank, your interviewer is looking to hear how you would invest money right now if given the chance. While there is no right or wrong answer for this question, show them your knowledge of breaking up assets based on age if possible. As well, don't hesitate to call out your knowledge of specifically allocating funds into different sectors or individual businesses or industries. In the end, make sure to give a full explanation of why you are choosing what you are to sell it to your interviewer.

Ryan Brunner has over ten years of experience recruiting, interviewing, and hiring candidates in the healthcare, public service, and private manufacturing/distribution industries.
"If the money was given personally to me to invest for myself, I would go for a 50-50 split between stocks and bonds being that I'm 37 years old. This would provide a good mix of funds that could be placed into aggressive IT and healthcare type stocks with a lot of growth potential while keeping half safe in the bonds market."

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Written by Ryan Brunner
27 Questions & Answers • Investec Private Bank SA

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