Northern Trust Mock Interview

Practice 30 Northern Trust interview questions covering wealth management, fiduciary standards, and client service excellence.

Question 21 of 30

Do you have experience preparing and delivering presentations?

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Rachelle Enns

Rachelle Enns is an interview coach and job search expert. She works with candidates to perform their best in employment, medical, and post-secondary admission interviews.

This question, in part, tests your leadership acumen. For many, public speaking can be intimidating. But how you carry through such stress and effectively perform with confidence is what this question is after. A person's EQ, or emotional intelligence, can dictate how apt they are at preparing, communicating, and presenting effectively while gaining others' faith in their ability. If applicable, discuss any hands-on experience, courses, or training you have about public speaking and presentations. Share occasions you've successfully prepared and given presentations. Include details such as the topic, the setting, and how many people you presented to.

Rachelle Enns

Rachelle Enns is an interview coach and job search expert. She works with candidates to perform their best in employment, medical, and post-secondary admission interviews.

"In my current role, I regularly present to my clients and my team of 20 advisors. To gain confidence as a speaker and presenter, I became a Toastmasters member two years ago. Since joining, I have taken courses such as 'The Better Speaker' series, 'Beginning Your Speech,' and 'Concluding Your Speech.' I also have training in PowerPoint, ensuring that my presentations are visually engaging."

Rachelle Enns

Rachelle Enns is an interview coach and job search expert. She works with candidates to perform their best in employment, medical, and post-secondary admission interviews.

"The bulk of my presentation experience comes from my time in university, where I prepared a variety of speeches and decks. I am a confident public speaker and was able to present to a group of my peers without any issues. I look forward to gaining even more experience in preparing and delivering professional presentations for clients and internal stakeholders."

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30Northern Trust Interview Questions & Answers

Customer Service

1.Northern Trust is client-centric. How do you keep things exciting while continually strengthening relationships with your clients?

Communication

2.Wealth management is a broad term. How would you describe Northern Trust to someone unfamiliar with us?

Trust

3.As a wealth management professional, have you ever been asked to act unethically? If so, what did you do?

Communication

4.In an introductory client meeting, how do you initially assess a client's financial position?

Education

5.How do you stay current on developments and trends in wealth management?

Education

6.Walk me through your education and how it relates to a career in wealth management.

Communication

7.How would you explain mutual funds to someone unfamiliar with the concept?

Experience

8.This role with Northern Trust is very independent. How do you prospect for new customers?

Experience

9.Tell me about the systems and tools you lean on to do your job.

Behavioral

10.Do you prefer to work independently or with partners?

Career Goals

11.Do you have your Certified Financial Planner (CFP) designation? If not, is this something you would like to achieve?

Salary

12.As a Financial Advisor, your compensation is tied directly to your productivity. How do you feel about working in a highly commissioned role?

Behavioral

13.Analytical skills are critical to success as a Financial Advisor. How are you analytically-minded?

Communication

14.How do you show potential clients that you are a trusted source for information on wealth management and other financial topics?

Experience

15.What factors do you believe impact the growth of the wealth management industry the most?

Behavioral

16.Financial Advisors with Northern Trust who are active in their community see more success. Tell me about an organization or group outside of work with which you are involved.

Experience

17.Many Northern Trust employees work as though they are independent business owners. Talk to me about what makes you entrepreneurial by nature.

18.When you suffer a setback in your portfolio, how does that emotionally affect you?

Behavioral

19.How would you build a relationship with an intimidating client?

Career Goals

20.Why do you want to work in wealth management, and where would you like your career to take you?

Experience

21.Do you have experience preparing and delivering presentations?

Experience

22.How will your skills complement Northern Trust if hired?

Experience

23.What skills did you learn in your current role that will help you succeed at Northern Trust?

Behavioral

24.How do you deal with client rejection or objections?

Behavioral

25.What, in your opinion, is the biggest challenge facing the wealth management industry today?

Behavioral

26.Would you cold call for a year if it meant you had a steady client list afterward?

Behavioral

27.Have you ever broken a non-disclosure, privacy, or confidentiality agreement?

Behavioral

28.Do you have a personal or professional mission statement?

Experience

29.Do you have any questions about this job or working for Northern Trust?

Experience

Northern Trust Mock Interview

Do you have experience preparing and delivering presentations?

30Northern Trust Interview Questions & Answers

1.Northern Trust is client-centric. How do you keep things exciting while continually strengthening relationships with your clients?

2.Wealth management is a broad term. How would you describe Northern Trust to someone unfamiliar with us?

3.As a wealth management professional, have you ever been asked to act unethically? If so, what did you do?

4.In an introductory client meeting, how do you initially assess a client's financial position?

5.How do you stay current on developments and trends in wealth management?

6.Walk me through your education and how it relates to a career in wealth management.

7.How would you explain mutual funds to someone unfamiliar with the concept?

8.This role with Northern Trust is very independent. How do you prospect for new customers?

9.Tell me about the systems and tools you lean on to do your job.

10.Do you prefer to work independently or with partners?

11.Do you have your Certified Financial Planner (CFP) designation? If not, is this something you would like to achieve?

12.As a Financial Advisor, your compensation is tied directly to your productivity. How do you feel about working in a highly commissioned role?

13.Analytical skills are critical to success as a Financial Advisor. How are you analytically-minded?

14.How do you show potential clients that you are a trusted source for information on wealth management and other financial topics?

15.What factors do you believe impact the growth of the wealth management industry the most?

16.Financial Advisors with Northern Trust who are active in their community see more success. Tell me about an organization or group outside of work with which you are involved.

17.Many Northern Trust employees work as though they are independent business owners. Talk to me about what makes you entrepreneurial by nature.

18.When you suffer a setback in your portfolio, how does that emotionally affect you?

19.How would you build a relationship with an intimidating client?

20.Why do you want to work in wealth management, and where would you like your career to take you?

21.Do you have experience preparing and delivering presentations?

22.How will your skills complement Northern Trust if hired?

23.What skills did you learn in your current role that will help you succeed at Northern Trust?

24.How do you deal with client rejection or objections?

25.What, in your opinion, is the biggest challenge facing the wealth management industry today?

26.Would you cold call for a year if it meant you had a steady client list afterward?

27.Have you ever broken a non-disclosure, privacy, or confidentiality agreement?

28.Do you have a personal or professional mission statement?

29.Do you have any questions about this job or working for Northern Trust?

30.What are your pay expectations for this role?