I applied through an employee referral. The process took 2 weeks. I interviewed at UBS (Vienna, VA) in Oct 2018
Interview
1) Phone interview with the Team’s Senior Wealth Strategist. Took around 30 minutes and got asked behavioral questions.
2) In-person interview with the Team’s Managing Director. Talked for about an hour and got asked both behavioral and technical questions. Explained a lot about my professional growth and experiences.
3) Phone Interview with the Branch Administrative Manager. Took about 30 minutes and had a conversation about background, experience, strengths, and brief pitch about identity. Ask a lot of questions and demonstrate strong communication skills.
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).
I applied online. The process took 4 weeks. I interviewed at UBS (New York, NY) in Apr 2025
Interview
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.
Interview questions [1]
Question 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
Interview questions [1]
Question 1
tell me about yourself.
why interested in wealth management
wealth management vs private banking
