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Client Manager Interview Questions
5,639 client manager interview questions shared by candidates
Tell me about a time when you experienced a challenge at work and how you resolved?
- about yourself - any exposure to banking industry - was asked to create a PPT based on a topic given by them etc
About my Previous work experience.
Q: How have you dealt with difficult clients while maintaining a positive relationship?
Be familiar with PMO governance
Asked about understanding of ESG landscape, mock presentation to customer
The most difficult part of the interview was the case study because they put you in a situation where knowing the companies policies and proceedures would really help you out. Since you are not an employee yet, you have no way of knowing what those policies are. Basically, a customer is trying to set up an IRA at the last minute and is setting it up for his daughter. Signatures are needed and the money to open the IRA needs time to process. Plus, I'm sure they want you to build up the company (in the case study they have you pretend you are with some other company) and try to up-sell as well. The case study in my opinion was worthless and was a poor way of gauging someone's true skills. If you want to me to advise someone on how to open an IRA at the last minute then maybe you should tell me how that process works and I would easily be able to relay that to a customer.
Tell me about a time you handled a difficult client situation.
How does your previous experience translate to current this role.
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