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      UBS

      Engaged employer

      UBS reviews

      Review - Wealth Planning Analyst UBS Employee Review

      4.0
      Apr 15, 2017
      Wealth planning analyst
      Recommend
      CEO approval
      Business outlook

      Pros

      Making lots of investments in technology.

      Cons

      Lack of flexibility when it comes to creating cutstomized financial plans and client reviews.

      Explore other reviews about UBS

      5.0
      Jul 2, 2026
      Anonymous employee
      Recommend
      CEO approval
      Business outlook

      Pros

      Experienced team of financial advisors

      Cons

      Systems can be difficult to learn

      3.0
      Jun 28, 2026
      Associate director
      Recommend
      CEO approval
      Business outlook

      Pros

      Good Learning opportunities, Tech savvy compared to other banking / fintech companies

      Cons

      Too much offshore, low cost resource strategies, Gap between functional & IT resources, CS merger favored many UBS employees and massive layoffs post UBS - CS merger. Hardly any bonus or pay increments.

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