UBS Financial Advisor Interview Questions

Updated Jun 21, 2015
11 Interview Reviews

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Interview Experience

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Financial Advisor Interview

Anonymous Interview Candidate
Accepted Offer
Positive Experience
Average Interview

Application

I applied through an employee referral. The process took 6 weeksinterviewed at UBS.

Interview

1...Contact by complex director and regional manager. Brief 15 minute interview over the phone, then scheduled an in person meeting one month later. 2...Meeting in branch with director for 30 minutes, discussing the three teams I would be interviewing with. Interviewed with three teams, approximately 45 minutes a piece. Final meeting with director at end of day. Director suggested I would hear back from all teams by end of week, likely getting three offers. 3. Received three offers. Discussed options with director over the phone, then scheduled 30 minute conference call with each team to discuss vision and roles. Selected team over weekend.

Interview Questions

  • How will you handle moving to Columbus knowing only your girlfriend?   1 Answer

Other Interview Reviews for UBS

  1. Helpful (1)  

    Financial Advisor Interview

    Anonymous Employee
    No Offer
    Negative Experience
    Easy Interview

    Application

    I applied online. The process took 3 daysinterviewed at UBS in March 2014.

    Interview

    I attended an Open House by invitation from a recruiter after I applied online. It was a panel presentation by management in that department and current financial advisors. I found out it was a call center environment.

    Interview Questions

    • Recruiter asked "Why UBS", also "Tell me about your background". These are common questions, but I didn't expect a telephone interview. She asked if we could "connect" in an email and I replied that would be fine. She said she would call at a certain time, and called 15 minutes late so I was not expected an interview. I had to take another call and the recruiter hung up. That was actually fine with me, because during the panel presentation, and even during the phone conversation, I'd decided I did not want to go back to a call center environment.   Answer Question
  2.  

    Financial Advisor Interview

    Anonymous Interview Candidate in New York, NY
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied through an employee referral. The process took 2+ weeksinterviewed at UBS (New York, NY).

    Interview

    Online application, background check, simulated three hour working day.

    Interview Questions

    • "I don't get it. Why are you here at this interview?"   2 Answers

    Negotiation

    Rigid corporate structure.

  3.  

    Financial Advisor Interview

    Anonymous Interview Candidate in Columbus, OH
    Accepted Offer
    Positive Experience
    Difficult Interview

    Application

    I applied through an employee referral. The process took 2+ monthsinterviewed at UBS (Columbus, OH) in September 2013.

    Interview

    Referral to a complex manager. Brief call with manager to explain multiple teams had my resume and would contact me that week. Had phone interviews with three teams, and was requested for an in person interview with each team. Received three offers and reviewed options with manager and made my selection one week later.

    Interview Questions

    • How will you build a book of business in a new city, state, region?   1 Answer
    • Tell me about your background in finance. What are your strengths and weaknesses?   1 Answer
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  5.  

    Financial Advisor Interview

    Anonymous Employee
    Declined Offer
    Easy Interview

    Application

    I applied through an employee referral – interviewed at UBS.

    Interview

    I was first contacted by UBS after a refferal from a family friend after I had reached out earlier in the year. I was contacted and told to come into their New York office on Park Avenue and was assigned interviews with an advisor and with the branch manager. Questions included basic things such as why I wanted to be an advisor and what markets I would like to penetrate.

    Interview Questions

    • What makes you able to fulfill the job at such a young age?   Answer Question
  6. Helpful (1)  

    Financial Advisor Interview

    Anonymous Interview Candidate in New York, NY
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied through a recruiter. The process took 1 dayinterviewed at UBS (New York, NY) in November 2011.

    Interview

    I was required to make a phone call to my supervisor to make an appointment with him. On the day of interview, the interview between me and my supervisor was really well. It was turned out to be a personal conversation since we have the same background in science. People in the office are really nice because they show me everything in the office. I was so interested because of the high floor and glass office.

    Interview Questions

  7.  

    Financial Advisor Interview

    Anonymous Employee in Weehawken, NJ
    No Offer
    Positive Experience
    Difficult Interview

    Application

    I applied online. The process took 2+ weeksinterviewed at UBS (Weehawken, NJ) in November 2010.

    Interview

    Wanted details of my selling process and had to give two live demomstrations

    Interview Questions

  8.  

    Financial Advisor Interview

    Anonymous Interview Candidate in Atlanta, GA
    Accepted Offer
    Difficult Interview

    Application

    I applied through an employee referral. The process took 1+ weekinterviewed at UBS (Atlanta, GA) in July 2009.

    Interview

    Have to be qualified for the job

    Interview Questions

    • What is your best quality and why   1 Answer

    Negotiation

    There was no Negotiation

  9.  

    Financial Advisor Interview

    Anonymous Employee in Melbourne, FL
    No Offer
    Positive Experience
    Difficult Interview

    Application

    I applied through other source. The process took 4+ weeksinterviewed at UBS (Melbourne, FL) in January 2009.

    Interview

    6 interviews, i let them know up front that I had an 8 year old bankruptcy, I kept scoring well, interviewing well and then before interview #7 they declined to offer based on the bankruptcy starting pay 60k training.

    Interview Questions

  10.  

    Financial Advisor Interview

    Anonymous Employee
    Declined Offer

    Application

    I applied through an employee referral. The process took a weekinterviewed at UBS.

    Interview

    Called me because they liked my credentials in my resume and wanted to hear more about myself. The interview process started with a series of questions that specified my personality qualities and work-related qualities, also what I can bring to UBS.

    Interview Questions

    • A difficult question that arose was when they asked about a specific problem that I overcame.   Answer Question

    Reasons for Declining

    I received a better offer.

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