I applied through college or university. The process took 2 weeks. I interviewed at UBS (Atlanta, GA) in Jan 2018
Interview
The interview process involved mostly behavior and basic finance questions. They asked questions about the market and my relevant experience towards wealth management within college (aka investments committee). Not an extremely hard interview
Interview questions [1]
Question 1
If you had one million dollars to invest how would you do so?
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
Wealth Management applicants have rated the interview process at UBS with 2.4 out of 5 (where 5 is the highest level of difficulty) and assessed their interview experience as 75% positive. To compare, the company-average is 62.3% positive. This is according to Glassdoor user ratings.
Candidates applying for Wealth Management roles take an average of 26 days to get hired, when considering 92 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 Management according to 92 Glassdoor interviews include:
One on one interview: 29%
Phone interview: 22%
Background check: 14%
Drug test: 10%
Group panel interview: 6%
Skills test: 6%
Personality test: 5%
IQ intelligence test: 4%
Presentation: 3%
Other: 1%
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