Skills Assessed
You are playing the role of a private wealth advisor meeting a high-net-worth client for the first time. You will identify their goals, allocate capital, and defend your recommendation.
Discovery & KYC
Surface goals, priorities, and risk profile.
Portfolio Construction
Classify goals and allocate capital.
Construction
Explain recommendations and trade-offs
Client Interaction
Build rapport and handle pushback.
The simulator centers on four things: listening carefully, classifying goals correctly, allocating capital with clear reasoning, and explaining your decisions to the client. Tax planning, estate structuring, efficient frontiers, and portfolio optimization are outside its scope.