Feb 2025

Communication Skills interview question about Client Relationship Building for Mid-Level Sales and Trading

How would you approach building a relationship with a new institutional client?

Sales and Trading

Communication Skills

Asked at

Morgan Stanley

Difficulty :

Medium

Explanation

This question assesses your ability to establish trust and rapport with high-value clients. Recruiters want to evaluate your interpersonal skills, client understanding, and ability to customize solutions. Common pitfalls include providing generic answers or failing to demonstrate a structured approach. A strong response includes specific steps to understand the client’s needs, offer tailored solutions, and maintain long-term engagement. Preparation involves reviewing client relationship management strategies and successful examples.

Answer Example

I start by researching the client’s business model, investment priorities, and past trading behavior. In the initial meeting, I focus on listening to their goals and challenges, using this information to propose tailored trading solutions. Regular follow-ups, providing market insights and updates on relevant opportunities, help strengthen the relationship. For instance, with a previous client, I identified a gap in their portfolio hedge and proposed a structured product that saved them $500K during market volatility, establishing trust and a long-term partnership.

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Feb 2025

How would you approach building a relationship with a new institutional client?

Communication Skills

Asked at

Morgan Stanley

Difficulty :

Medium

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Explanation

Answer Example

Also check out

How do you approach upselling or cross-selling to existing clients?

Strategic Thinking

Asked at

Dentsu

Difficulty :

Hard

Can you describe a time when you had to adapt your project plan due to unexpected challenges?

Behavioural

Asked at

KPMG

Difficulty :

Easy

How do you ensure the scalability of an application during the development process?

Technical

Asked at

Google

Difficulty :

Hard

How do you approach balancing gameplay mechanics to ensure a fair and engaging experience?

Analytical/Technical

Asked at

Riot Games

Difficulty :

Hard

What steps would you take to ensure compliance with sanctions regulations when onboarding a new client?

Ethics and Integrity

Asked at

Westpac

Difficulty :

Easy

Designed to be stress-free.

Step 1: Upload Resume

Step 2: Paste Job Description

Step 3:Download and Apply

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Your success begins here.

Step 1:
Upload Resume

Step 2:
Paste Job Description

Step 3:
Download and Apply