Framework Flashcards
Learning the framework to master interview questions (10 cards)
Framework: “Tell Me About Yourself” Response
PRE-APP (Professional background, Results, Experience, Assets, Personal connection, Position fit)
Framework: “How would you approach working with the existing book of business you’ll be assigned?”
ANALYZE (Assessment, Needs identification, Action plan, Leveraging technology, Yield measurement, Engagement strategy)
Framework: “What’s your approach to cold calling clients?”
VALUE (Valuable preparation, Authentic conversation, Listening focus, Understanding needs, Establish next steps)
“How would you collaborate with our Private Client Advisors team?”
PARTNER (Proactive communication, Advocate for client needs, Regular updates, Team approach, Navigating complexity, Expertise recognition, Respectful boundaries)
Framework: “How do you plan to meet your performance goals in this role?”
ACHIEVE (Activity management, Client segmentation, High-impact actions, Investments in relationships, Evaluation of results, Versatile approach, Exceptional service)
Framework: “What experience do you have working with affluent clients like those in our Creekside branch?”
WEALTH (Work with professionals, Experience depth, Attention to complex needs, Lifestyle understanding, Trust building, Holistic approach)
Framework: “Why are you interested in joining JP Morgan Chase specifically?”
PREMIER (Platform strength, Reputation excellence, Expertise value, Mission alignment, Investment in employees, Exceptional client focus, Resources)
Framework: “How would you handle a situation where a client is unhappy with their investment performance?”
CALM (Compassionate listening, Acknowledge concerns, Leverage expertise, Maintain perspective)
Framework: “Tell us about your approach to balancing new client acquisition with servicing existing clients.”
BALANCE (Book management, Accessibility, Long-term relationships, Action planning, Nurturing growth, Connection with branches, Excellence in service)
Framework: “What questions do you have for us?”
INQUIRE (Insights about clients, Navigating team dynamics, Quantifiable success factors, Understanding opportunities, Identifying branch culture, Resources available, Environment for growth)
