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Financial Relationship Manager Test

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HomeFinance Tests
Financial Relationship Manager Test
Test duration:
30
min
No. of questions:
20
Level of experience:
Mid

Financial Relationship Manager Test

The Financial Relationship Manager Test helps recruiters and hiring managers evaluate a candidate's expertise in handling client financial relationships and portfolio advisory. It enables organizations to streamline hiring for banking, wealth, and financial services roles by validating skills in risk management, customer engagement, product knowledge, and advisory workflows.

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Capgemini
Deloitte
The United Nations
Fujitsu
The United Nations

Financial Relationship Manager Test

Relationship management aims to create a partnership between the organization and its customers or business rather than consider the relationship merely transactional. Relationship management involves any process or strategy used to build support for a business and its offerings and increase brand loyalty. Financial relationship managers are responsible for identifying, sourcing, analyzing, and monitoring various project funding proposals.

This would involve assessing funding requirements through cash flow budgeting, finalizing the tenure & repayment schedule of the proposed credit facility, analyzing the financial statements of a potential borrower, ensuring compliance with regulatory guidelines and requirements, and stipulating conditions for future monitoring.

The financial relationship manager test helps recruiters & hiring managers to assess the client relationship management skills of a candidate for the finance industry. The relationship manager finance test is designed by experienced subject matter experts (SMEs) to evaluate and hire relationship manager finance per industry standards.

Why use iMocha's financial relationship manager test?

This financial relationship manager test helps employers in many ways, including hiring a job-fit candidate within a short period, making unbiased employee performance appraisal decisions, and reducing hassle in mass recruitment. Reduce candidate filtration time by up to 85% with our relationship manager finance test.

iMocha's powerful reporting & intelligent analytics will help you overview a candidate's performance within a glance. Features like window violation and webcam proctoring help detect cheating while the candidate takes the test. Candidates can take the financial relationship manager assessment test from anywhere in the comfort of their time zone.

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How it works

Test Summary

The financial relationship manager skills test helps you to screen the candidates who possess the following traits:

  1. Ability to analyze and recommend correct financial instruments to customers
  2. Ability to analyze the financial ecosystem and recommend strategies to safeguard the investments of an individual
  3. Experience in assessing client needs, identifying/recommending solutions, and building/managing client relationships
  4. Experience in financial services and knowledge of the financial services industry, products, and solutions

The pre-employment financial relationship manager test may contain MCQs (Multiple Choice Questions), MAQs (Multiple Answer Questions), Fill in the Blanks, Whiteboard Questions, Audio/Video Questions, AI-LogicBox (AI-based essay evaluation), Job-based Simulations, True or False Questions, etc. 

Useful for hiring
  • Financial Relationship Manager
  • Relationship Manager Finance
  • Financial Client Service Manager
  • Relationship Banker
Test Duration
30
min
No. of Questions
20
Level of Expertise
Mid
Topics Covered
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Customer focus

This test evaluates candidates' ability to build strong client relationships through proactive engagement, needs analysis, and personalized financial solutions.

Customer / portfolio management

This test assesses candidates' skills in managing client portfolios, monitoring financial performance, and aligning products with long-term client objectives.
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Financial management

This test evaluates candidates' understanding of core financial principles, risk assessment, and product knowledge necessary to guide client investment decisions.
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Communication

This test measures candidates' proficiency in delivering financial advice clearly, managing expectations, and maintaining trust through effective verbal and written communication.
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Shuffle

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Test Report
You can customize this test by

Setting the difficulty level of the test

Choose easy, medium, or tricky questions from our skill libraries to assess candidates of different experience levels.

Combining multiple skills into one test

Add multiple skills in a single test to create an effective assessment and assess multiple skills together.

Adding your own
questions to the test

Add, edit, or bulk upload your coding, MCQ, and whiteboard questions.

Requesting a tailor-made test

Receive a tailored assessment created by our subject matter experts to ensure adequate screening.
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