I applied through other source. I interviewed at UBS (Century City, CA) in Mar 2014
Interview
Be prepared to work with a recruiter who works with UBS, but not for them. Telephone interview process was initially difficult and tedious. I followed up regularly; however, very little communication from either UBS or the recruiter. In the end, I was strung along, only to not receive an interview.
Other Wealth Strategy Associate interview reviews for UBS
I had two interviews with UBS financial for the wealth strategy associate role. The first was somewhat informal, and I provided my experience and background to the interviewer, and they provided the job duties and a salary range.
Interview questions [1]
Question 1
What experience have you had in financial planning for clients, and have you been client facing before?
I applied online. I interviewed at UBS (New York, NY)
Interview
Two round interview with the wealth management team. I did not see interview with the complex management team. I was in constant contact with certain members throughout the process. It was a fairly quick process.
Interview questions [1]
Question 1
They asked basic questions like if I could open excel and if I was comfortable speaking with clients.
It was straightforward and a no frills, no surprises experience overall. I was asked to an in person final round at the office, which was pleasant but the team had similar questions to ask as the previous rounds.
