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300Hours: Finance Certifications Hub for CFA, FRM & CAIA

phone interview tips

Phone Interview Tips: 10 Clear Steps to Acing It

Zee Tan

2 Feb 2025

Career Advice

My first phone interview was a magnificent disaster. I fumbled my own name, couldn’t go through my work experience without mixing up words, and I forgot the name of who I was speaking to. Basically, I was ripped to shreds. At the first round, over a phone, by HR. Telephone interviews are an important first step in the recruitment process used by most finance jobs. With fierce competition for the best jobs in finance sectors like investment banking, accountancy, asset management and ...