I applied through university. The process took 4 weeks. I interviewed at UBS (New York, NY) in Aug 2015
Interview
2 interviews.
-First was with Associate
-Second was with management.
Both interviews were after work hours and took place at the Rockfelller office
Took about a month.
Pretty casual conversation. Important to show knowledge and passion for markets.
Asked about resume and prior relevant experiences.
Asked why I was interested in Wealth Management industry.
Overall not too difficult of an interview. Recommend engaging in a more informal conversation. Mostly behavioral questions. No quantitative/case questions.
Interview questions [1]
Question 1
What is your opinion/perspective on what is going on in the market?
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