Northern Trust Mock Interview

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

Question 22 of 30

How will your skills complement Northern Trust if hired?

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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.

The interviewer would like to know how your skills will benefit Northern Trust, should they hire you. This question is an excellent opportunity to highlight the hard and soft skills that make you a stand-out candidate. Make sure your answer aligns nicely with the values and mission statement of the organization.

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.

"After reading through your company website, I understand that your mission is to help your clients achieve financial independence and freedom in retirement. My skills in retirement planning are strong, and my portfolio of work attests to this fact. I care about my clients in a way that they notice, which is why I gain such a high referral rate year after year. Lastly, because I have twelve years of experience in the wealth management industry, the time to train me will be significantly reduced, ensuring that I begin making a positive financial impact on Northern Trust immediately."

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.

"I am highly technical and analytical and quickly pick up on numbers and systems. I have already crafted a 30, 60, and 90-day plan to exceed my training expectations and targets. The plan includes doubling up on my cold calls and booking more in-person client meetings. These activities, along with my speed and eagerness, will ensure that I make an impact on the Northern Trust bottom-line as soon as possible."

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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

How will your skills complement Northern Trust if hired?

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?