UBS
3.3 of 5 1,228 reviews
www.ubs.com Zurich, Switzerland 5000+ Employees

UBS Financial Advisor Interview Questions & Reviews

Updated Mar 19, 2014
All Interviews Received Offers

Getting the Interview 

55%
22%
11%

Interview Experience 

83%
0%
16%

Interview Difficulty 

9 candidate interviews Back to all interview questions
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No Offer

Positive Experience

Difficult Interview

Financial Advisor Interview

Anonymous Interview Candidate
Melbourne, FL

I applied through other source and the process took 4+ weeks - interviewed at UBS in January 2009.

Interview Details – 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 Question – Writing out a one year business plan   Answer Question

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No Offer

Positive Experience

Difficult Interview

Financial Advisor Interview

Anonymous Interview Candidate
Weehawken, NJ

I applied online and the process took 2+ weeks - interviewed at UBS in November 2010.

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

Interview Question – Sell me a product   Answer Question

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Accepted Offer

Neutral Experience

Difficult Interview

Financial Advisor Interview

Financial Advisor
Atlanta, GA

I applied through an employee referral and the process took 1+ week - interviewed at UBS in July 2009.

Interview Details – Have to be qualified for the job

Interview Question – What is your best quality and why   View Answer

Negotiation Details – There was no Negotiation

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1 person found this helpful

Accepted Offer

Positive Experience

Average Interview

Financial Advisor Interview

Financial Advisor
New York, NY

I applied through a recruiter and the process took a day - interviewed at UBS in November 2011.

Interview Details – 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

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Accepted Offer

Positive Experience

Average Interview

Financial Advisor Interview

Anonymous Employee
New York, NY

I applied through an employee referral and the process took 2+ weeks - interviewed at UBS.

Interview Details – Online application, background check, simulated three hour working day.

Interview Question – "I don't get it. Why are you here at this interview?"   View Answer

Negotiation Details – Rigid corporate structure.

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No Offer

Negative Experience

Easy Interview

Financial Advisor Interview

Anonymous Interview Candidate

I applied online and the process took 3 days - interviewed at UBS in March 2014.

Interview Details – 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 Question – 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

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Declined Offer

Positive Experience

Easy Interview

Financial Advisor Interview

Financial Advisor

I applied through an employee referral and the process took 3 weeks - interviewed at UBS in January 2009.

Interview Details – Very professional, fairly easy interview process. There were two face to face meetings, the first with hr and the asst. manager, then the second with the manager of the office. The second also included a few hour work simulation of receiving "client calls" and dealing with rejection responses. This was fairly interesting and reasonable. I also had to submit a sample presentation prior to this. This entire process was web based and I received all the details and had plenty of time to write my responses.

Interview Question – How will you develop business?   View Answer

Reason for Declining – Current company countered.

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Declined Offer

Neutral Experience

Easy Interview

Financial Advisor Interview

Financial Advisor

I applied through an employee referral and interviewed at UBS.

Interview Details – 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 Question – What makes you able to fulfill the job at such a young age?   Answer Question

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Declined Offer

Neutral Experience

Financial Advisor Interview

Financial Advisor

I applied through an employee referral and the process took 1 week - interviewed at UBS.

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

Reason for Declining – I received a better offer.

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