Competency & value-fit interview
Format. A structured 1-on-1 or two-interviewer panel.
Duration. 45 minutes
Panel. A VP paired with an experienced early-careers assessor.
Assessed on. Alignment with Accountability with Integrity, Collaboration and Innovation, with concrete evidence of past performance.
Typical scenarios. Managing a team member who failed to deliver, or balancing an ethical boundary against a deadline.
Common failure modes. Vague, group-focused descriptions that obscure your contribution, and rehearsed, formulaic examples.
Tactical advice. Use STAR with most of the time on your personal actions, and close each answer with a reflection on what you learned and applied next.
Case study & individual presentation
Format. A 45-60 minute preparation window, then a 25-minute presentation and Q&A defence.
Duration. About 70-85 minutes total
Panel. Two senior business representatives from your division.
Assessed on. Data synthesis, quantitative logic, strategic structuring and defending recommendations under questioning.
Typical scenarios. A mid-market acquisition option in Global Banking, or an asset-allocation restructuring for a UHNW estate in Wealth.
Common failure modes. Poor time allocation (too long reading the early pages), and defensive reactions when assumptions are challenged.
Tactical advice. Skim the whole packet in the first 5 minutes to locate the financials and risk reports, and include a balanced view of execution risks and mitigation.
Group simulation exercise
Format. A collaborative 45-60 minute team exercise of 4-6 candidates.
Duration. 45-60 minutes
Panel. 3-4 perimeter-seated assessors taking notes on individual interactions.
Assessed on. Connectedness and collaborative problem-solving: reaching consensus under time pressure without friction.
Typical scenarios. Allocating a fixed capital budget across competing projects (data security, an offshore wealth desk, a green-bond desk), each candidate holding a conflicting brief.
Common failure modes. Dominating the discussion, or withdrawing and simply agreeing with the dominant speaker.
Tactical advice. Synthesise: summarise others' points, keep the team on schedule, draw quieter candidates in and frame arguments around the firm's shared goals.
Technical & commercial market review
Format. A 45-minute panel with senior business professionals.
Duration. 45 minutes
Panel. Senior division professionals.
Assessed on. Financial accounting, valuation logic, division-specific workflows and macro awareness.
Typical scenarios. Tracing a transaction through the statements, or advising on asset allocation under shifting inflation.
Common failure modes. Memorising definitions but failing to apply them, and getting stuck adjusting a standard formula for an unfamiliar scenario.
Tactical advice. Be ready to build a clean bridge from EBITDA to free cash flow, and to defend the business implication of every number.
Written analysis component
Format. An individual 30-45 minute writing task on a secure tablet or computer.
Duration. 30-45 minutes
Panel. Individual, reviewed afterward.
Assessed on. Written communication, precision and drafting concise business memos under time pressure.
Typical scenarios. A 2-page executive summary for an investment committee or credit-risk officer on a proposed transaction's risks and compliance implications.
Common failure modes. Unstructured walls of text with no headers, and overlooking key compliance or capital constraints in the brief.
Tactical advice. Use an executive-ready layout with headers and bulleted risk data, and reserve the final 3 minutes to proofread for errors.
Senior MD / partner round
Format. A 1-on-1 conversational interview.
Duration. 30-45 minutes
Panel. A Managing Director, Regional Head or senior partner.
Assessed on. Long-term commitment, high-level business acumen, industry vision and emotional intelligence.
Typical scenarios. Open-ended strategy ('where should our division deploy advisory capital over three years?', 'how should wealth management adapt to generational wealth transfer?').
Common failure modes. Rigid, pre-rehearsed technical answers to broad strategic questions, and lacking the composure expected with senior leadership.
Tactical advice. Treat it as a professional dialogue, back strategic views with commercial logic and reference real developments like the integration milestones.