Wealth Management applicants have rated the interview process at UBS with 4 out of 5 (where 5 is the highest level of difficulty) and assessed their interview experience as 100% positive. To compare, the company-average is 58.5% positive. This is according to Glassdoor user ratings.
Common stages of the interview process at UBS as a Wealth Management according to 1 Glassdoor interviews include:
IQ intelligence test: 17%
Phone interview: 17%
Drug test: 17%
Personality test: 17%
Skills test: 17%
Presentation: 17%
Here are the most commonly searched roles for interview reports -
I applied through an employee referral. The process took 4 weeks. I interviewed at UBS (Minneapolis, MN) in Dec 2014
Interview
Sent in resume by referral. Went into office for interview. He talked a lot about the business in terms of what they did and how they did it. He talked far more than I did, it was very unexpected. He even talked about things that were completely irrelevant, it was almost a little uncomfortable. Overall it was a easy interview. He said we would talk soon after.
Interview questions [1]
Question 1
The typical, tell me about yourself (things not on resume)
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