Given a client's information, Recommend a market sector to me in English or Cantonese
Certified Financial Planner Interview Questions
514 certified financial planner interview questions shared by candidates
Stage 1: Why AiA? Why did you choose this role? How can you compare AIA with the HK market? What is the potential/future of this industry?
What is it about Financial planning that speaks to you?
If I think I can handle this job
Tell me about a time you faced adversity
Why financial advice? Why here? Bespoke questions depending on what was said at previous stages. Then constant questions and repeated/same questions by different individuals depending on your replies.
what do you know about the company
experiences with clients in previous job
Tell me about your experiences working with a difficult client.
Was asked how I would market myself because it was basically your own boss job with the big company name behind it. Also was asked to bring a marketing plan to how I would attack my clientele.
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