I applied online. The process took 3 weeks. I interviewed at UBS (Opfikon) in Dec 2015
Interview
The interview process consisted of that:
I first had a phone interview that should have had been just for 30min. It lasted in 90min. The interview were with my line manager. The last 60 min was just to check how much I did know about finance, different strategies and valuation.
Second interview were at the headquarters in Zurich, first I ought to only meet one person, but I got three phone calls about that I would meet even more persons, ended up with interviewing with four different heads within Investment Management.
I believe that they were curious about me.
I believe that the key reason why I did pass the interviews and got the job was that I was humble about my knowledge and that I did ask for the right answers when I did not know.
But by being knowledgeable in all fields in finance and to give examples of how I have done in different market events were to a good advantage.
Interview questions [1]
Question 1
How would you invest in a zero cost strategy that will give you two times the return after X until Y, but will just give you one times the value below x?
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