Took two weeks from sending the application. Skipped online numerical. Got phone interview. The interviewer was part of the team, didn't seem very attentive, asked to repeat questions, and kept the tone excessively casual. Then rejected after three weeks.

The interview process for wealth management typically includes an initial resume screening, followed by behavioral and technical interviews to assess interpersonal skills, financial knowledge, and client relationship abilities. Candidates may also face case studies or situational exercises focused on portfolio management, investment strategy, market awareness, and understanding of economic trends.