Framework

Question 1

Framework: Tell me about yourself and why you’re interested in this role.

Answer 1

PRE-APP (Professional background, Results, Experience, Assets, Personal connection, Position fit)

Question 2

Framework: Describe your experience with high-net-worth clients.

Answer 2

Framework: TRUST (Types of clients, Relationship approach, Understanding needs, Solutions provided, Tangible results)

Question 3

Framework: How would you approach prospecting and client acquisition?

Answer 3

MARKET (Market analysis, Approach strategy, Referral systems, Knowledgeable targeting, Engagement, Trust building)

Question 4

Framework: How do you stay current with financial products and market trends?

Answer 4

LEARN (Licenses, Education, Analysis, Resources, Network)

Question 5

Framework: Tell me about a time you handled a difficult client situation.

Answer 5

SOLVE (Situation, Obstacles, Logical approach, Value creation, Exceptional results)

Question 6

Framework: How would you deepen existing client relationships?

Answer 6

DEEPEN (Discovery, Engagement, Excellence, Personalization, Education, Network expansion)

Question 7

Framework: Why JP Morgan Chase?

Answer 7

PREMIER (Platform, Reputation, Excellence, Market leader, Innovative, Experience, Resources)

Question 8

Framework: Why should we hire you for this position?

Answer 8

UNIQUE (Understanding of clients, Notable experience, Insight from entrepreneurship, Qualifications, Upward potential, Excellence)