Simon are you hiring? Don’t trust the resume Do Real world Skill assessments

Cut through the noise of AI-written resumes. RefHub helps you identify real skills and reliable candidates in minutes — for under $12 per hire.

Kaizen Recruitment

Private Client Adviser Report

Example Assessment Questions based on your Private Client Adviser opening

Question 01
A HNW client expresses concern about market volatility affecting their retirement portfolio. How would you address their concerns?
Correct Answer 01
A HNW client expresses concern about market volatility affecting their retirement portfolio. How would you address their concerns?
Explain diversification strategy, review risk tolerance, demonstrate historical market recovery patterns, and propose defensive asset allocation adjustments if needed.
Question 02
You notice potential tax inefficiencies in a new HNW client's investment structure. What immediate steps would you take?
Correct Answer 02
You notice potential tax inefficiencies in a new HNW client's investment structure. What immediate steps would you take?
Analyze current structure, identify tax-optimization opportunities, prepare cost-benefit analysis, and present recommendations focusing on after-tax returns.
Question 03
A client inherits $5M and needs immediate wealth preservation advice. What investment strategy would you recommend?
Correct Answer 02
A client inherits $5M and needs immediate wealth preservation advice. What investment strategy would you recommend?
Propose staged investment approach, mix of defensive and growth assets, consider tax implications, and recommend appropriate wealth protection strategies.
Get Full Assessment

Recognize the Value of Personality Assessments

Ref Hub empowers organizations to unlock potential through scientifically designed personality evaluations. Our tools allow you to gain meaningful insights into candidates' behavioral styles, leadership potential, and compatibility with company culture.
GDPR Compliant Logo

Deep Behavioral Insights

Our assessments delve into key personality dimensions to give you a clear picture of how a candidate’s traits align with your team’s dynamics and role requirements.

Streamlined Integration

Our platform seamlessly integrates with your hiring workflow, enabling effortless deployment and management of assessments for candidates and employees alike.
Designed for hiring professionals.

Customizable Reports

We offer flexible reporting formats that provide actionable insights tailored to your unique organizational needs. Highlight strengths, identify development areas, and make data-driven hiring decisions.
Designed for hiring professionals.

Validated Frameworks

Built on proven psychological models, Ref Hub’s Personality Assessments ensure reliability and validity in evaluating personality dimensions such as openness, conscientiousness, extraversion, agreeableness, and emotional stability.

Our Process

Streamlined Assessments in 4 Easy Steps

Effortlessly create, send, and manage AI-generated assessments with real-time reporting and secure sharing options—all in one platform.
AI-Generated Assessments
Create Custom AI-Generated
Assessments in Minutes—Select Role, Difficulty, and Industry for Auto-Graded Surveys
Send to Multiple Candidates at Once via Email and SMS

Send to Multiple Candidates at Once via Email and SMS

Receive a Detailed, Auto-Generated Report with Grading Metrics for Smarter Hiring Decisions

Receive a Detailed, Auto-Generated Report with Grading Metrics for Smarter Hiring Decisions

Download the Full Report as a PDF to Share with Colleagues or Clients, and Store Securely

Download the Full Report as a PDF to Share with Colleagues or Clients, and Store Securely

Just  $12 per check

For Automated

Reference Checking

Experience the ease and efficiency of automated reference checks with Ref Hub. Use these credits to see how quickly you can complete reference checks with our state-of-the-art technology.

Get Started