Got an interview coming up where you’re applying for the role of a Investment Sales Manager? Don’t sweat it! Here you can find some of the most often asked Investment Sales Manager interview questions as well as some examples of how to answer. Check them out below (and good luck!)
Do you have any experience working as a Investment Sales Manager?
A straightforward question that requires an honest answer – list experience you have as it pertains to the position you’re applying for. Don’t get caught off guard by this question should you not any actual experience. Plan ahead and have something relatable to share. In this way, you can turn a simple ‘no’ into an opportunity to demonstrate your awareness of related skillsets.
Answer Sample:
While my experience with x is limited, while working under y at my last job I really got to learn the ropes about z
Things are changing quickly in our industry. What do you feel are the biggest challenges within the role of Investment Sales Manager?
There are a variety of ways to answer this one. AI, automation, and inexpensive labor are all interesting items to bring up. No matter what you answer here, do some research ahead of time and be sure you can back up your answer.
Answer Sample:
Its hard to know for sure with industry factors such as x and y changing so many things – all I can say is that Im excited for the challenges that come with that
What do you to ensure error free work?
Hey, no one is perfect – but when it comes to accounting & finance, perfection in numbers is expected. While you may be a caped crusader with superhuman error-free work skills, your interviewer won’t buy it. What they’re looking for here is some sort of system of checks and balances.
Answer Sample:
While it may sound funny, Ive developed my own system for quality control that I call the x – its never let me down yet!
Tell me about a time you used graphs, charts, and data to drive home a point?
The truth is in the numbers. While it may be the epitomy of ‘nerdery’, story telling through data is a critical skill for those in the financial profession. A great example here would be anything relating to a decision where your data made a difference.
Answer Sample:
A client had struggled with x for nearly a decade until I was able to clearly present the issue visually – a lightbulb went off, and the clients business is better than ever
Have you ever had to give someone difficult feedback?
One of the most difficult things to dispense – and receive – is critique of work. Anyone who has spent enough time in this industry realizes that human error is part of the job, and no one is perfect. The interviewer here is looking for one thing in particular: how you reacted in the situation. Was there ownership of a mistake, or deflection? By showing your cool in the reaction itself, you demonstrate leadership characteristics that employers love.
Answer Sample:
No one likes these situations, but Ive found that dealing with it factually and without predjudice tends to be the best approach
Detail is critical in our industry – what do feel makes you a detail oriented person, and why?
Details, details, details! You’d be hard pressed to find any job in the accounting & finance industry where being detail oriented isn’t a major requirement. Once again, saying it is one thing, being able to prove it is another.
Answer Sample:
A careful review of x revealed that y and z were out of order, ultimately preventing a costly audit
Which accounting specific software are you familiar with?
You’d be hard pressed to find an accounting firm these days where software isn’t at the cornerstone of how they operate. If your experience is limited, make sure you at least have a basic understanding of industry standards prior to the interview. Do some research and investigate new platforms or recent developments in the software field.
Answer Sample:
The bulk of my experience lies with the x platform, but Im fascinated with some of what the y system is capable of
Regarding culture, what environment do you feel you do your best work in?
Culture is king these days, and for good reason. It’s more than simply ‘the way things are done’, it’s how things are done and why. While you may be a chatty extrovert, be mindful of your response here and how it may be perceived by the interviewer.
Answer Sample:
I succeed when given clear, consise direction and find a balance of solo effort and working alongside a team is when Im most productive
Why are you leaving your last financial industry / accounting position?
This one can be leading, and must be answered carefully. Your need for better pay or indicating that your ‘old boss was an idiot’ may leave your interviewer with the wrong impression of you. Even if you were let go, keep it short and concise, and avoid drama at all costs.
Answer Sample:
It was time for me to move on, and I feel as though I am ready for a new challenge