Business Analyst Wealth Management Assessment

The Business Analyst for Wealth Management mainly works on supporting the Wealth Managers to manage the existing and new client relationship. These analysts assist in various projects including portfolio reviews and preparing financial and tax projections using software tools. 

The Business Analyst for Wealth Management test is designed to assess the candidates in the area of financial planning, risk and return, contracts, markets, asset allocation, etc. This test consists of meaningful questions on pay trail commission, risk management, market capitalization, net asset value, Treynor - Black Model and many more. 

Business Analyst Wealth Management test enables employers and recruiters to identify potential hires by evaluating working skills and job readiness. For this reason, the emphasis is laid upon evaluating the knowledge of applied skills gained through real work experience, rather than theoretical knowledge. Using powerful reporting, you will have a detailed analysis of test results to help you make better decisions and predict candidate and employee success.

The Wealth Management Business Analyst Test Contains:

  • Business Analyst: 10 Questions 10 minutes

  • Wealth Management: 10 Questions 10 minutes

  • Analytical Thinking: 5 Questions 5 minutes

  • Writing Skills: 5 Questions 5 minutes

Topics covered
  • pay trail commission
  • risk management
  • market capitalization
  • net asset value
  • Treynor - Black Model
  • Test Duration: 30 min
  • No of Questions: 30
Useful for hiring
  • Business Analyst Wealth Management (0-2 years experience)
  • Wealth Management Analyst (0-2 years experience)
  • Jr. Wealth Management Business Analyst (0-2 years experience)
Also you can tailor this assessment by
  • Selecting your choice of questions and topics
  • Adding other related skills
  • Adding your own questions
  • Talking to our assessment expert
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