Wealth Planning Analyst applicants have rated the interview process at UBS with 3 out of 5 (where 5 is the highest level of difficulty) and assessed their interview experience as 50% positive. To compare, the company-average is 62.4% positive. This is according to Glassdoor user ratings.
Candidates applying for Wealth Planning Analyst roles take an average of 70 days to get hired, when considering 4 user submitted interviews for this role. To compare, the hiring process at UBS overall takes an average of 26 days.
Common stages of the interview process at UBS as a Wealth Planning Analyst according to 4 Glassdoor interviews include:
One on one interview: 25%
Phone interview: 17%
Drug test: 17%
Group panel interview: 17%
Skills test: 8%
Personality test: 8%
Background check: 8%
Here are the most commonly searched roles for interview reports -
I applied through an employee referral. I interviewed at UBS (Las Vegas, NV) in Dec 2015
Interview
I first had a phone interview. The questions were mostly to test my disposition and attitude. After a week they called me in for an interview in person with the current analyst, the regional and office chief. The questions were also mostly regarding my past experience, disposition, work philosophy and attitude.
The technical knowledge is acquired inside UBS. The job is basically to learn how to use their proprietary system efficiently to put together plans for the financial advisers.
I applied online. The process took 4 weeks. I interviewed at UBS (Bellevue, WA) in Jul 2017
Interview
About two - three weeks after I submitted my application online, I received an email scheduling an interview in the same week. I had an interview with the assistant market head. Learnt that after the 2 years training program is over, you will have to start from ground 0 and find your own sales and money to manage to survive. I was asked if it sounds like fun to me that if I have to keep in mind that I need to get sales from every walk of life I come across. My answer to him was no and we had a mutual understanding that I was not interested in the job anymore.
I applied online. The process took 2 months. I interviewed at UBS
Interview
After I submitted the application, I was asked to do a survey. Survey asked why I wanted the role, what I'd bring to the question, locations I preferred, etc. Then, had a follow-up call with an executive director and was later brought in to Superday. It's been more than 3 weeks and I haven't heard a word. Clearly, I didn't get it, but closing the loop would be nice.
Interview questions [1]
Question 1
Why are you looking to change careers and go into financial services?