iMocha’s wealth manager test is the ideal pre-hire test for recruiters and hiring managers to assess candidates objectively. Our test is useful for hiring a Wealth Manager. This wealth manager aptitude test has helped our customers to reduce technical screening time by 80%.
Most often employed by banks and various types of investment firms, wealth managers provide financial planning services and investment advice to high-net-worth individuals. Since the essential goal of any wealth manager is to sustain and increase the long-term wealth of their clients, the profession involves a number of quite diverse disciplines.
Indeed, wealth managers routinely provide their clients with the following types of services, customized banking solutions, estate and probate planning, general legal counsel, tax advice and investment management. Wealth managers must have at least a rudimentary understanding of capital economics, major investment theories and the networked web of modern global markets. Since they manage vast sums of money for other people, it goes without saying that they must also be ethical, trustworthy and free of any felonious record involving larceny, fraud or intentional mismanagement.
KEY SKILLS REQUIRED:
Verbal ability is essential because grammar and vocabulary is a prerequisite for good spoken and written English.
Reading comprehension indicates an ability to comprehend and reason with the concepts on a written page.
Quantitative ability will indicate analytical thinking and problem-solving ability.
Logical Reasoning is assessed through
These questions will indicate the quality of deductive reasoning and inductive reasoning which contribute to Critical thinking ability.
Abstract reasoning will indicate the ability to think clearly, identify logical patterns, learn new skills and solve complex problems. It is an indicator of fluid intelligence and shows an ability to strategize.
Financial Analysis covers topics on ratios, leverage, working capital etc.
This test may contain MCQs (Multiple Choice Questions), MAQs (Multiple Answer Questions), Fill in the Blanks, Whiteboard Questions, Audio/Video Questions, Job-based Simulations, True or False Questions, etc.
Test Duration: 57 minutes
No. of Questions: 41
Level of Expertise: Entry/Mid/Expert
Our wealth manager test helps recruiters and hiring managers to assess a candidate’s ability to solve logical questions or non-verbal questions
This assessment helps to evaluate candidates' ability to solve problems based on the outside world with sense
This test helps to evaluate a candidate’s communication skills with effective words
Our assessment test evaluates a candidate’s ability to solve verbal reasoning questions which helps to assess communication skills effectively with words
Our wealth manager aptitude test helps to assess a candidate’s knowledge about financial analysis process of maintaining record of financial activities to determine accounting performance
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