How to Answer: If hired here at Newcastle Building Society to work with our clients on wealth management strategies, what would you consider to be your preferred wealth management strategies?
Advice and answer examples written specifically for a Newcastle Building Society job interview.
21. If hired here at Newcastle Building Society to work with our clients on wealth management strategies, what would you consider to be your preferred wealth management strategies?
How to Answer
While this is certainly a very open ended question that you can run with, your interviewer will be looking to hear that you are passionate about creating strategies for your clients in your answer. No matter how you answer the question, speak with knowledge and passion and always tie your answer back to doing what is best for your clients based on their situation.
Written by Ryan Brunner on July 23rd, 2020
1st Answer Example
"Having guided many previous clients on very successful wealth management strategies, those successes have always relied upon setting goals and creating budgets that guide people towards those goals. I take the time to know and understand my clients, their short and long-term goals and guide them through setting realistic goals and plans for achieving those goals. Along our journey together, I consistently evaluate progress towards goals and reevaluate budgets if ever needed down the road."
Written by Ryan Brunner on July 23rd, 2020
2nd Answer Example
"I would consider my forte in the field to be wealth preservation for late career individuals nearing retirement. I have a lot of experience in creating wills and estate plans, career exit planning and cash flow planning post-retirement for my clients. While I consider this my forte, I also love to work with individuals early and mid-career as well."