Initial contact was via LinkedIn message. Then, we exchanged contact information and schedule availability. After that, a call was set up. It was a very open and natural conversation about the role, the benefits, the company culture, expectations, company plans in the country, etc. The salary range was shared, which helped make a decision on the spot and avoid wasting time on both sides. The recruiter was excellent and we even agreed that I would refer potential candidates within my network who may be interested in the role, since it wasn’t the right fit for me.

The initial phone interview felt incredibly rushed. Despite the position being marketed as a wealth management role, it is essentially a high-volume asset-retention phone center. The day-to-day focus is simply convincing clients not to transfer their money out of the firm rather than providing actual, comprehensive wealth management or tailored financial planning services. Very misleading job description.