I applied through an employee referral. The process took 8 weeks. I interviewed at UBS
Interview
Applied through program with the help of connections, and as a result was a pretty easy process. Most applicants tend to be entering their junior year so the questions tend to not be too technical. This is a very good program though that is helpful to anyone who wants to get introduced to the both the financial world and, obviously, mainly the wealth management world.
1
Positive experience
Average interview
Application
I interviewed at UBS (Philadelphia, PA)
Interview
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