UBS Interview Questions & Reviews
Getting an Interview
Very Easy Interview
Operations Intern Interview (Neutral Experience; Very Easy Interview)
I applied through college or university and interviewed at UBS.
Interview Details – Had an in person interview at a career event, followed by a phone interview. The phone interview was entirely fit questions and very informational. The first interview was harder, with a few more technical questions. I did not receive an invite for the superday.
Interview Question – Explain how macros on excel work Answer Question
Wealth Management Associate Interview (Positive Experience; Average Interview)
I applied online and the process took 4+ weeks - interviewed at UBS in July 2013.
Interview Details – There were 3 rounds of interview. Some were 1:1 but most were 2:1. Each time I went in for an interview I was there for about 1.5-2 hours. There were lots of fit questions and some technical questions, but nothing too crazy. Lots of questions about UBS Private Wealth Management and why they are different from other PWM shops.
Interview Question – What makes us different from our competitors and why did you chose to interview with us? Answer Question
Negotiation Details – There isn't room for negotiation on salary. I tried but to no avail.
Investment Banking Analyst Interview (Neutral Experience)
Interviewed at UBS
Interview Details – Received an interview after speaking with current employees. The interview was conducted in brackets with 3 people. Questions were standard and all interviewees were quite nice.
Interview Question – Why UBS? (I have always struggled with this type of question) Answer Question
Sales Interview (Neutral Experience; Average Interview)
I applied through college or university and the process took 2 weeks - interviewed at UBS in March 2014.
Interview Details – 20 minutes interview
Interview Question – Why sales? Why UBS? Extracurricular activities? Pitch a stock Answer Question
Director, Investment Banking Interview (Neutral Experience; Average Interview)
I applied through a recruiter and the process took 6+ weeks - interviewed at UBS in February 2010.
Interview Details – Interview process was smooth but they negotiated to bring me a year behind given slow market, highlighting their transanctional nature. Not something you look for in an ideal employer.
Interview Question – Technical question from a smart Exec Director Answer Question
Negotiation Details – Be firm in your demands and having an alternate offer helps.
Wealth Management Intern Interview (Neutral Experience; Average Interview)
Interviewed at UBS
Interview Details – First there is a phone screening. Then first round of interviews. Then second round with the Financial Advisor and the whole team. I was told it would take 1-2 weeks to hear back but they called back 2 days later. But the hiring process took a very long time. 4-5 weeks to fill the application, background check, drug test, finger prints, etc.
Interview Question – Why UBS? Why Wealth Management? Answer Question
Financial Advisor Interview (Negative Experience; Easy Interview)
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
Associate Director Interview (Positive Experience; Average Interview)
I applied through an employee referral and the process took 1 week - interviewed at UBS in September 2010.
Interview Details – HR was incredibly professional. When UBS is ready to hire, they will interview immediately and expect and answer immediately. The whole process was less than a week, but I know for others it can take months...until they need head count in the hiring area, then it is important to be in the right place.
Interview Question – Do you know what we do here? (The answer is hardly ever yes, but show that you did some homework) Answer Question
Negotiation Details – I accepted what was offered which was what I requested in my application.
Wealth Management Intern Interview (Positive Experience; Average Interview)
I applied through college or university and the process took a day - interviewed at UBS in April 2011.
Interview Details – Two round interview conducted by the regional President and Vice President. Round one was a one-on-one with the Vice President. After the standard, two-minute, verbal resume walk through, I was asked a series of behavorial questions.Round two with the President followed a similar ebb and flow and didn't consist of any technical questions. It is essential to have a holistic understanding of industry trends and their implications on the macro-economy.
Interview Question – Why go into wealth management instead of investment banking? Answer Question
Negotiation Details – I managed to leverage my professional experience into a paid internship, whereas the majority of my peers were interning for academic credit.
Interviews for Top Jobs at UBS