Great entry level position and/or career ending position; very few "lifers" - Wealth Strategy Associate/Wealth Planning Analyst UBS Employee Review

4.0
Feb 13, 2015
Recommend
CEO approval
Business outlook

Pros

Good atmosphere; good benefits; in Private Wealth Management, your team is your lifeblood...so if you find a team that you like and is successful, then you can be set for a long time.

Cons

Big bank; therefore this means there are limitations to how fast you can move up vertically. Management is content to keep you content in an entry level role for as long as they can.

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5.0
Feb 9, 2026
Recommend
CEO approval
Business outlook

Pros

I learned a lot while interning here. The staff took time to get to know me. They each introduced me to different aspects of the business and their specific role,s which gave me great exposure to the business. They were flexible on hours and understanding when I had a family emergency in a way other employers have not been or did not need to.

Cons

Not a low-effort position, and could get overwhelming if you were not prepared.

1.0
Jun 6, 2026
Recommend
CEO approval
Business outlook

Pros

Very minimal pros- you are working in a call center under managers with very little experience.

Cons

Managers are useless. The greater organization refers to the Wealth Advice Center as the “WAC”… yes…. wack. It has a double meaning and the advisors on the ultra high net worth teams are known to make fun of this call center. Very unserious role.

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