Me postulé en línea. El proceso tomó 3 semanas. Acudí a una entrevista en UBS (Charlotte, NC) en mar 2015
Entrevista
Interview was really east. It's basically a sales job. First it was a phone interview, followed by an in person interview. So.... tell me this ladies/gentleman....
1. You work as a grunt for 3 years before you can become an advisor. This depends on whether there is even an opening or not.
2. The advisors will take all your close family and friends to add to their network and increase clients for themselves.
3. If you don't pass the Series 66 & 7 and then YOU'RE OUT !
4. If you're willing to deal with the above then GOOD FREAKIN LUCK ! You have a better chance moving up working in the mail room !!!!!!
Preguntas de entrevista [1]
Pregunta 1
Why would you like to work for UBS? Where do you see yourself in 5 years?
One online zoom call with PWM advisor and associate. Mostly behavioral and market questions - be prepared for some some scenario analysis (ex: if a client won the lottery for $50,000,000 - how you invest it and what is the breakdown across asset classes).
Me postulé en línea. El proceso tomó 4 semanas. Acudí a una entrevista en UBS (New York, NY) en abr 2025
Entrevista
Mostly behavioral questions and one question about current events. There were about seven questions in total. The whole hirevue took me about 30 minutes to complete. It is not very difficult to prepare for.
Preguntas de entrevista [1]
Pregunta 1
How do you learn about current events? What is one current event that you read about recently?
smooth, basic first round phone interview
friendly interviewer
did not tell me the next step
i would definitely prepare a lot on the culture, why UBS, why this industry
had interesting chat on the world economy
Preguntas de entrevista [1]
Pregunta 1
tell me about yourself.
why interested in wealth management
wealth management vs private banking