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Client Engagement

Recommend the right Bloomberg product to a wealth management client as part of our Client Engagement team

Sales Free 2300+ 5 Star Reviews

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Get Career Ready

Complete work that simulates life on the job. 3-4 hours and self-paced.
Stand out in your application to Bloomberg. Show us you're a motivated candidate.

Why complete our Job Simulation

A risk-free way to experience work on the job with us at Bloomberg. Practice your skills with example tasks and build your confidence to ace your applications.

Bloomberg is building the world’s most trusted information source and community for financial professionals. We use our dynamic network of data, ideas, and analysis to solve difficult problems. Our customers around the world rely on us to deliver accurate, real-time business and market information that helps them make important financial decisions. 

Are you interested in finance and technology? Are you proactive and have strong communication and problem-solving skills? In this program, you’ll have the chance to learn and build key skills to pursue a career at Bloomberg.

So what’s in it for you?
You’ll complete the program all at your own pace, completely open-access.
You’ll get a feel for the skillset needed to launch a successful career in the Analytics and Sales career track at Bloomberg.
You’ll receive a certificate of completion from Bloomberg that will help you stand out in the application process!

We hope this program helps you discover potential career development and mobility at Bloomberg!

Skills you will learn and practice:
Identifying Problems
Problem Solving
Microsoft Excel
Open-Ended Questions
Communication
Research

How it works

Complete tasks guided by pre-recorded videos and example answers from our team at Bloomberg. No live sessions, all self-paced.
Earn a certificate and add it to your resume and LinkedIn as an extra curricular activity.
Stand out in applications. Confidently answer interview questions and explain why you’re a good fit for our team.
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Introduction from

Explore Our Job Sims

Tasks in this program

Task One: Understanding Client Needs
1-2 hours
Crafting questions to guide sales in the financial services sector
What you'll learn
  • Meet your client, a wealth management firm who is interested in using Bloomberg products to help manage their growing number of clients and investments
  • The types of questions the Bloomberg Client Engagement team asks to best understand client needs
What you'll do
  • Review an Excel spreadsheet with Company A's equity investments
  • Prepare a list of questions and email your client to better understand their needs

Reviews

Over 2300
5 Star Reviews
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