UBS Financial Advisor Trainee Interview Questions & Reviews
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Interview questions and reviews posted anonymously by interview candidates.
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Difficulty Rating [?] Based on 5 ratings 
“Average” Interview
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Interview Experience [?] Based on 5 ratings
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| 1–5 of 5 UBS Interviews | Sort by |
Financial Advisor Trainee at UBS
Posted Oct 13, 2010 — 1 of 1 people found this helpful
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2.0
Easy Interview
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Overall Positive Experience
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Interviewed and No Offer
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Interviewed Sep 2010 in New York, NY (took 2 weeks)
I first spoke with a recruiter on the phone and after that went well I met with one of the VP's. The second interview went well, very informal.
Interview Questions
Other Details
I got the interview through an Employee Referral and the interview consisted of a Phone Interview and a 1:1 Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor Trainee at UBS
Posted Jan 6, 2010
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3.0
Average Interview
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Overall Neutral Experience
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Received and Accepted Offer
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Interviewed Feb 2009 in New York, NY (took 2 days)
Interview process was fairly direct. Initially there was a one on one interview that mainly reviewed the compensation structure and what was to be expected from a sales goal perspective. The second interview took place over the phone with an HR director and confirmed my background and legal check.
Interview Questions
Other Details
The interview consisted of a Phone Interview, a 1:1 Interview, a Drug Test and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor Trainee at UBS
Posted Nov 17, 2009
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2.0
Easy Interview
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Overall Neutral Experience
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Interviewed and No Offer
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Interviewed Dec 2008 (took a day)
I really thought the interview couldn't have gone better until the interviewer asked at the very end, "what do your parents do for a living?" It just really threw me off and I started to get sidetracked, trying to figure out what implications the answer to my question might bring. Seeing as my family has a pretty humble background, I think it may have cost me the position.
Interview Questions
Other Details
I got the interview through a College or University and the interview consisted of a Phone Interview and a 1:1 Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor Trainee at UBS
Posted Oct 26, 2009
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3.0
Average Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Jan 2007 (took 2 days)
The entire process was very organized and formal. I arrived at the hotel in the early evening and went straight to a formal dinner, where I was joined by 20 or so other candidates. The next morning was the start of an all day interviewing process. Each person was given a schedule which detailed exactly which interviewers they would be meeting with throughout the day. The questions were more about personality type and why you felt you would succeed in this industry. Overall was a good experience.
Interview Questions
Other Details
The interview consisted of a 1:1 Interview, a Group/Panel Interview, a Skills Test, a Drug Test and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
Financial Advisor Trainee at UBS
Posted Aug 30, 2009
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4.0
Difficult Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Sep 2008 (took 2 months)
It begins with the submission of your application, I went through an employee referral so I don't know if this is done online, although I'm sure it is. The next step is you do a phone interview with a recruiter, they ask you basic questions, I had some industry experience already so my questions was mostly based on my knowledge of the industry. Once you pass that process you take two test at a UBS location. They are web based, and timed, one test is problem solving based, the other is more mathematical. The purpose is to determine if you have the capacity to pass the series 7. Once you pass the test you do another phone interview (same recruiter as before), behavior based questions, then they do a background check, drug test.
If you pass all that then they fly you and the other recruits to the market area HQ for two days of interviews. After that you find out if your in the program or not.
Interview Questions
Negotiation Details
No negotiation took place, they recognized that I had some prior experience and some licenses. That put me a few steps a head. Plus, the package was fair. I liked to see they were willing to invest money in their new hires. Shows they want you to succeed and ultimately make it back for then.
Other Details
I got the interview through an Employee Referral and the interview consisted of a Phone Interview, a 1:1 Interview, a Group/Panel Interview, an IQ/Intelligence Test, a Drug Test and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
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