UBS Financial Advisor Associate Interview Questions | Glassdoor

UBS Financial Advisor Associate Interview Questions

4 Interview Reviews

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Financial Advisor Associate Interview

Anonymous Interview Candidate in Cleveland, OH
No Offer
Positive Experience
Difficult Interview

Application

The process took 3 weeks. I interviewed at UBS (Cleveland, OH) in April 2011.

Interview

The initial phone interview was informative and introductory. The second was to get a gauge as to who I was and who they were. The third was for the digs.

Interview Questions

  • What school did you attend and why?   1 Answer
  • What type of work do you enjoy?   1 Answer

Other Interview Reviews for UBS

  1.  

    Financial Advisor Associate Interview

    Anonymous Employee in Cleveland, OH
    Accepted Offer
    Positive Experience
    Difficult Interview

    Application

    I applied through college or university. The process took 3 weeks. I interviewed at UBS (Cleveland, OH) in March 2009.

    Interview

    Intelligence, aptitude and personality test. Group interviews. One on one interviews. Background and drug tests.

    Interview Questions

    • They had actors on the phone to act out client conversations.   Answer Question
  2.  

    Financial Advisor Associate Interview

    Anonymous Employee
    Accepted Offer
    Average Interview

    Application

    I applied through college or university. I interviewed at UBS.

    Interview

    On-Campus interview, second round phone interview, then a day and a half super day interview. You attend a nice dinner with at least one manager at your table. They put you up at a hotel for the night. Then you spend the entire day interviewing with several managers from different offices

    Interview Questions

    • They set up a mock cold calling situation with a computer, email account with leads on it, and a phone. You then have to create as many leads as possilbe in certain amount of time.   Answer Question
  3.  

    Financial Advisor Associate Interview

    Anonymous Interview Candidate
    No Offer
    Positive Experience
    Easy Interview

    Application

    I applied online. The process took 3 weeks. I interviewed at UBS in July 2011.

    Interview

    They contacted me, knowing my background, when I interviewd in person, they were taken back I think becouse of age, they were looking for a recient colleg grad type young person to fit the role, rather than one tha was a bit older and with a diverse background/ They siad I had the necessary drive, and the technical epxerinece and the ability to sell... howvere they decided on someone else.

    Interview Questions

    • Why are you applying for this position, your background doesn;t show any experience in the area.   1 Answer
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