How to Answer: What net worth-size clientele are you most comfortable working with?
Advice and answer examples written specifically for a Relationship Banker job interview.
22. What net worth-size clientele are you most comfortable working with?
How to Prep
Many larger banks will provide this information for you, but if not, take the time to review the client profiles of some of your most recent clients and determine the range of their net worth. In addition to reviewing your past performance, review the net worth range of the clients you will be assigned within the job description for the position you are interviewing for.
Written by Karrie Day on June 12th, 2023
How to Answer
Describe the range of clients you have experience working with and indicate any levels you are an expert in, if applicable. Convince your interviewer you are ready to handle larger-scale client accounts if the job you're targeting requires it.
Written by Karrie Day on June 12th, 2023
Answer Example
I began my banking career as a teller and I worked with clients across many net worth levels. I currently provide online and phone support to clients with net worth ranging anywhere from $100K - $1M. I am most comfortable working at that level, but I feel confident I could be successful working at higher ranges in the future.
Written by Karrie Day on June 12th, 2023