I applied through an employee referral. The process took 2 weeks. I interviewed at UBS (San Jose, CA) in Apr 2013
Interview
Reached out to one of the alumni and he gave me the first round. It was a really chill conversation. He asked me about why pwm and why ubs. Then I moved to the second round which is to the office visit. Talked to few analysts associates and VPs. People are really nice and they are all basically behavioral. Got the offer the next day.
Interview questions [1]
Question 1
What would you do to change your life if given another chance
One online zoom call with PWM advisor and associate. Mostly behavioral and market questions - be prepared for some some scenario analysis (ex: if a client won the lottery for $50,000,000 - how you invest it and what is the breakdown across asset classes).
I applied online. The process took 4 weeks. I interviewed at UBS (New York, NY) in Apr 2025
Interview
Mostly behavioral questions and one question about current events. There were about seven questions in total. The whole hirevue took me about 30 minutes to complete. It is not very difficult to prepare for.
Interview questions [1]
Question 1
How do you learn about current events? What is one current event that you read about recently?
smooth, basic first round phone interview
friendly interviewer
did not tell me the next step
i would definitely prepare a lot on the culture, why UBS, why this industry
had interesting chat on the world economy
Interview questions [1]
Question 1
tell me about yourself.
why interested in wealth management
wealth management vs private banking
