UBS Wealth Management Intern Interview Questions

20 Interview Reviews

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3 people found this helpful  

Wealth Management Intern Interview

Anonymous Interview Candidate
Anonymous Interview Candidate
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 Questions
Accepted Offer
Average Interview

Other Interview Reviews for UBS

  1. 2 people found this helpful  

    Wealth Management Intern Interview

    Anonymous Interview Candidate  in  Tysons Corner, VA
    Anonymous Interview Candidate in Tysons Corner, VA
    Application Details

    I applied through college or university. 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 Questions
    • 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.
    Accepted Offer
    Positive Experience
    Average Interview
  2. 2 people found this helpful  

    Wealth Management Intern Interview

    Anonymous Interview Candidate  in  Washington, DC
    Anonymous Interview Candidate in Washington, DC
    Application Details

    I applied through an employee referral. The process took 1 week - interviewed at UBS in November 2012.

    Interview Details

    I emailed the branch manager and he brought me in for an interview. It was pretty straight forward he wanted to get a feel for who I was and if I would be a good employee. I was applying for an internship during a semester of classes so I was only available Monday, Wednesday and Friday. I was asked a lot of questions based on my resume and why I was interested in wealth management...things like that. I was also asked about UBS as a company and what I knew about the current market.

    Interview Questions
    Negotiation Details
    No negotiation
    Accepted Offer
    Positive Experience
    Average Interview
  3.  

    Wealth Management Intern Interview

    Anonymous Interview Candidate  in  Chicago, IL
    Anonymous Interview Candidate in Chicago, IL
    Application Details

    I applied through college or university. The process took a day - interviewed at UBS in May 2010.

    Interview Details

    Strictly Behavioral. 1v1 interview consisting of the Managing director reviewing my resume and asking questions.

    Interview Questions
    Accepted Offer
    Positive Experience
    Average Interview
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  5.  

    Wealth Management Intern Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied online - interviewed at UBS.

    Interview Details

    applied through school

    Interview Questions
    No Offer
    Average Interview
  6.  

    Wealth Management Intern Interview

    Anonymous Interview Candidate  in  Singapore (Singapore)
    Anonymous Interview Candidate in Singapore (Singapore)
    Application Details

    I applied online. The process took 2 weeks - interviewed at UBS in February 2013.

    Interview Details

    2 rounds of interviews, no phone. Final round is a numerical test. Great fun talking to the directors during the interview.

    Interview Questions
    Accepted Offer
    Positive Experience
    Average Interview
  7.  

    Wealth Management Intern Interview

    Anonymous Interview Candidate  in  Boston, MA
    Anonymous Interview Candidate in Boston, MA
    Application Details

    I applied through college or university. The process took 3 weeks - interviewed at UBS in September 2012.

    Interview Details

    Was for a position as an intern during the fall semester for credit. Got a phone call about two weeks after I submitted my resume. Mostly fit type questions like why UBS, why wealth management, very informal, I asked a lot of questions. Was invited to their offices, met everyone in the group, was asked to walk through my resume.

    Interview Questions
    Declined Offer
    Positive Experience
    Easy Interview
  8.  

    Wealth Management Intern Interview

    Anonymous Interview Candidate  in  Los Angeles, CA
    Anonymous Interview Candidate in Los Angeles, CA
    Application Details

    I applied through an employee referral. The process took 5 weeks - interviewed at UBS in December 2012.

    Interview Details

    I was able to land an interview through a friend who had been working there before. I received his e-mail address through the friend and I sent him my resume and a quick description of my interest in the body of the e-mail.

    He contacted me three weeks later saying that a position had opened up. I went in for an interview once. He let mek now that he would contact me back in three days, if not, give him a call back in five days. I gave him a call back in exactly five. He said he'd like to offer me the position, and I gladly accepted on the spot. It took one month, however, for me to start working because of the screening process (to make sure you are legal and to sort out things with payroll).

    Interview Questions
    • He didn't throw any curveballs. Make sure you be able to tell your story of why you are there sitting in front of him through your resume. Know your strength and weakness. I highly recommend talking about cold-calling or phone skill experience.   Answer Question
    Negotiation Details
    He explicitly told me during the interview that I would be getting $9 an hour. I actually get paid $10, but with taxes and holdings I end up with $9/hour at the end of the day. I Really appreciated his honesty.
    Accepted Offer
    Neutral Experience
    Easy Interview
  9. 1 person found this helpful  

    Wealth Management Intern Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied online. The process took 2 weeks - interviewed at UBS in October 2011.

    Interview Details

    I applied online and received an email to set up a phone interview. At the end of the phone interview I was asked to schedule a one on one interview at their offices. A day after the in-person interview I received an offer, pending a background check and drug test.

    Interview Questions
    Accepted Offer
    Positive Experience
    Easy Interview
  10.  

    Wealth Management Intern Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied through college or university - interviewed at UBS.

    Interview Details

    Initial interview was set up through the phone. Came in to interview a week later. Interview was very relaxed and some what casual. Lasted around 30 minutes. Interviewed with one individual and then a separate interview with another employee. Got my offer in a month's time.

    Interview Questions
    Negotiation Details
    No negotiation. $8/hr as an intern
    Accepted Offer
    Neutral Experience
    Easy Interview

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