Solicité el puesto por otro medio. El proceso duró 4 semanas. Acudí a una entrevista en UBS (Los Angeles, CA)
Entrevista
Cold emailed one of the wealth management teams, and managed to secure an in-person interview a week later. Had an in-person interview with the SVP and VP of the team, as well as the complex manager and got the offer 2 weeks later.
Preguntas de entrevista [1]
Pregunta 1
Mostly behavioral questions, pretty straightforward and simple - know your story, what the company does, why you want to do wealth management
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).
Envié una solicitud electrónica. El proceso duró 4 semanas. Acudí a una entrevista en UBS (New York, NY) en abr 2025
Entrevista
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.
Preguntas de entrevista [1]
Pregunta 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
Preguntas de entrevista [1]
Pregunta 1
tell me about yourself.
why interested in wealth management
wealth management vs private banking
