How to Answer the Research and Plan of Action Question on the JPMorganChase 2027 Private Bank Advisor HireVue

How to Answer the Research and Plan of Action Question on the JPMorganChase 2027 Private Bank Advisor HireVue

The 2027 Global Private Bank Advisor Program at JPMorganChase, the Hong Kong summer internship, starts with a recorded HireVue interview. It removes a lot of candidates before anyone speaks to them. The applicants who survive tend to have practiced the real prompts, because a good story told in the wrong shape still fails. Question two is behavioral, and its shape is printed right in the wording.

Here is the exact prompt:

Provide an example of a project where you sought out relevant information and used it to develop a plan of action. Describe the situation, the actions you took, and the outcome.

They handed you the outline: situation, actions, outcome. Follow it and you sound organized. Ignore it and you sound like you are thinking out loud.

Where candidates go wrong

  • Cutting the research short. The question is literally about seeking out information. Rushing past it to the plan removes the exact thing being scored.
  • Naming no sources. "I looked into it" is not evidence. Say which report, which dataset, which person you asked. Detail is what makes it believable.
  • Hiding behind the team. If every sentence is "we," the reviewer cannot find you in the story. Own your specific moves.
  • No result at the end. A plan with no outcome feels unfinished. Close with what actually changed, and quantify it if you can.
  • Burning the clock on backstory. Two minutes goes fast. Keep the setup to a couple of sentences and spend the rest on what you did.

What a strong answer does

Open with the situation in a sentence or two: the project, your role, and what had to be decided. A real one lands best, a market study for a student investment fund, research for a case competition, an analysis your internship manager was waiting on.

Spend the middle on the actions, and be concrete about the information you chased down, the sources you used, the person you spoke to, the numbers you pulled, and how you converted that into a plan instead of a stack of notes. Show judgment by mentioning what you set aside, not only what you collected.

End on the outcome and a short reflection: the result, and what the exercise taught you about deciding when the picture is incomplete. Keep it near ninety seconds and keep the three parts in order.

Get the ones for your role

This is only one of four, and the behavioral questions go far better when you have already picked and shaped a story. Seeing the real prompts for your program means you walk in with the right example ready instead of hunting for one under a timer. OfferTutoring keeps the full JPMorganChase Private Bank Advisor question set if you want to build your answers on the real questions.