Schedule a call with a Leland team member who can help you explore your options.
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Are you ready to excel in your wealth management interviews and secure your dream role? My "Nail the Interview Process" plan is designed to equip you with the skills and confidence needed to stand out in the competitive world of wealth management. With my extensive background in finance and consulting, including seven years as an Assistant Vice President at Citigroup and strategic roles at Boston Consulting Group and PwC, I bring a deep understanding of what top firms are looking for in candidates. As a London Business School MBA Merit Scholar, I combine academic rigor with practical insights to help you navigate the interview process with ease. Here's how we'll work together: Interview Strategy Session: We'll start by understanding your career goals, strengths, and areas for improvement. Together, we'll craft a personalized interview strategy that highlights your unique value proposition. Mock Interviews: Experience realistic interview scenarios tailored to wealth management roles. We'll focus on both technical and behavioral questions, ensuring you're prepared for any curveballs. Feedback & Improvement: After each mock interview, you'll receive detailed, actionable feedback on your performance. We'll identify areas for improvement and refine your responses to ensure clarity, confidence, and impact. Communication & Storytelling: Learn how to articulate your experiences and achievements in a compelling way. We'll work on structuring your answers to showcase your problem-solving skills and client relationship expertise. Final Preparation: As you approach your interview dates, we'll conduct final practice sessions to polish your delivery and boost your confidence. You'll walk into each interview feeling prepared and self-assured. Throughout our sessions, I am committed to supporting you with insights and strategies that align with your career aspirations. Whether you're just starting your interview journey or need a final push before the big day, I'm here to help you succeed. Let's work together to make your wealth management interview process a success.
Building a clear TMAY and enrolling interviewers in your potential for Private Banking and Wealth Management
Tailored Resume for Private Banking and Wealth Management
Coaching delivered via live sessions.
Services included:
Interview Prep
Schedule a call with a Leland team member who can help you explore your options.
Schedule a call
Adam also coaches for Master’s Programs, Private Equity, Management Consulting, Career Coaching, and MBA. View all.

Joined June 2025
4.8
Wealth Management Coach | Ex-BCG & Citigroup AVP | LBS MBA
Welcome to my profile! With a robust background in finance and consulting, I bring a wealth of experience to my coaching in wealth management. I spent seven years at Citigroup as an Assistant Vice President, where I honed my skills in financial analysis and client relationship management. My time at Boston Consulting Group and PwC further enriched my strategic thinking and problem-solving abilities. As a London Business School MBA Merit Scholar, I have a strong academic foundation to support my practical experience. I'm passionate about helping clients navigate the complexities of wealth management and achieve their financial goals. Let's connect to tailor a strategy that works for you!
2h–3h of coaching