UBS Investment Center Financial Advisor Interview Questions

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Investment Center Financial Advisor Interview

Anonymous Interview Candidate  in  Weehawken, NJ
Anonymous Interview Candidate in Weehawken, NJ
Application Details

I applied through a recruiter. The process took 1+ week - interviewed at UBS in January 2013.

Interview Details

The recruiter conducted a short phone interview then scheduled for in person interview in the investment center in Lincoln Habor Center NJ.
The interview consisted of 3, 30 minutes sessions with a peer, the manager and the branch manager by phone.
The interviewers introduced themselves and conducted a conversation related to candidate work experience, job nature of the position, the interviewers asked the candidates if they have any questions. There are questions related to how to handle difficult clients and colleagues from both the peer and the managers multiple times.
The branch manager did not show up at the end for the phone call. The recruiters did not follow up or provided response until a week later.

Interview Questions
  • The interview questions are moderate in difficulty. I did not expected the job does not need to prospect for clients, only need to take inbound calls, 35 calls a day to service clients.   Answer Question
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