Ho presentato la mia candidatura online. La procedura ha richiesto 3 settimane. Ho sostenuto un colloquio presso OceanIQ Capital (Redwood City, CA) nel mese di giu 2019
Colloquio
Meetings with partners and LPs, sharing of managed family portfolio data and performance analytics and work samples. One to one and group meetings with the two main partners and meetings with limited partners of the entity at their residence.
Domande di colloquio [1]
Domanda 1
What strategy are you planning to implement to retain clients and develop new client bringing in new money?