Situational judgement test · Finance managers
Bring evidence to senior hiring and promotion decisions in financial services
Realistic job scenarios from banks, private equity firms and asset managers, covering 4 competencies through 16 behavioural indicators. Candidates choose the most and least appropriate responses; Recruitment, Candidate and Interview Reports come as standard.
See what candidates see
Choose the most and least appropriate responses to management situations in financial services. Untimed, about 10 minutes.
Every candidate gets clear instructions and examples before the test starts. To try the full test yourself, ask us for a free trial.
What the Manager Financial Services SJT measures
The Manager Financial Services SJT is a situational judgement test that shows how candidates approach realistic, job-related situations they are likely to meet in a bank, private equity firm or asset management company. It can be used for recruitment, promotion, succession planning and personal development. It measures 4 competencies, each made up of 4 behavioural indicators, with each indicator measured by a specific question:
Purposeful Engagement
Supporting colleagues, stakeholders and clients to improve and maximise outcomes, such as efficiency and quality.
Analytical Rigour
Establishing a clear, precise and accurate understanding of situations and tasks, to act effectively and make valid decisions.
Driving Peak Performance
Routinely delivering a high-quality, efficient and adaptive client-focused service.
Role Modelling
Demonstrating a genuine commitment to company standards and best practice.
Why organisations choose Viewpoint SJTs
Realistic job scenarios
Candidates respond to situations they would really face in the role, so you see how they would handle the job.
Measures judgement, not knowledge
SJTs show how people weigh up a situation and choose what to do, which experience and CVs rarely reveal.
A preview of the job
Candidates get a realistic picture of the role, which helps them decide if it is right for them.
Reports for every audience
Reports for recruiters and for candidates, so everyone gets feedback that is useful to them.
Reports that do the work for you
Three reports are available as standard: the Recruitment Report supports a recruitment decision with scores, behavioural interpretation and interview questions; the Candidate Report gives the candidate feedback with behavioural interpretation and development goals; and the Interview Report supports a deep-dive interview, with scores, in-depth interview questions and guidance on how to analyse, interpret and score the answers.
View sample
Recruitment Report
For recruiters and hiring managers
- An overall score and a score for each competency
- Behavioural interpretation of the results
- Interview questions to explore each competency
View sample
Candidate Report
For the person who took it
- Constructive feedback in plain English
- No scores shown
- Practical suggestions for development
View sample
Interview Report
For interviewers
- Scores and behavioural interpretation
- Interview questions to explore strengths and development areas
- Helps structure a fair, consistent interview
Who it’s for
The test is designed for senior and management roles in financial services. Typical roles.
Senior recruitment
Assess Directors, VPs and Principals on analytical rigour and driving peak performance.
Promotion and succession
Add structured evidence of role modelling and engagement to succession decisions.
Deep-dive interviews
Use in-depth questions and guidance on analysing, interpreting and scoring answers.
How it works
- 1
Invite
Send candidates their link from the Viewpoint platform. They can complete it wherever suits them.
- 2
Respond to the scenarios
Candidates read or watch each scenario and choose the most and least appropriate responses.
- 3
Get the reports
Reports are ready as soon as the candidate finishes, for recruiters and for candidates.
At a glance
- 16 realistic work situations
- 4 possible responses to each situation
- Candidates choose the most appropriate and the least appropriate response
- Untimed; most candidates finish within 10 minutes
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Understand the industry and role
Get familiar with the typical situations, challenges and decisions in investment banking, private equity and asset management.
Take a structured approach
Analyse each situation carefully before deciding; the test looks at how you make sound decisions in complex situations.
Balance competing priorities
Choose responses that weigh client needs, regulatory compliance and the firm's interests.
Read every situation carefully
Each one is different, so make sure you understand it fully before you respond.
See the Manager Financial Services SJT for yourself
Try it and see the reports your team would receive. Contact us for a free trial or a demonstration of the platform.
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