I applied through college or university. I interviewed at UBS (Los Angeles, CA)
Interview
Initially, they contacted me via phone after I submitted a resume through my school's career center. They have you come to their office, and for the most part it was your run of the mill interview questions. They then had me speak with a guy who had graduated recently from my school, he had similar questions for me. From their discussions with me, it was obvious that they were proud of their AUM, but I didn't get the sense that their clients were a priority. The office was beautiful with polite staff.
Interview questions [1]
Question 1
What differentiated this position (wealth management) from one in other financial services, like investment banking or consulting?
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