Online assessment -> Recorded Video Interview -> In person Assessment Centre. The in-person assessment centre consisted of 2 separate interviews: a 'competency' focused one and a 'commercial' focused one. The competency one was the usual behavioural and CV questions, and the commerical one was a more informal conversation about technical awareness of the industry.
Interview questions [1]
Question 1
Tell us about a time you overcame a challenge with a team
I had two interviews with UBS financial for the wealth strategy associate role. The first was somewhat informal, and I provided my experience and background to the interviewer, and they provided the job duties and a salary range.
Interview questions [1]
Question 1
What experience have you had in financial planning for clients, and have you been client facing before?
I applied online. The process took 2 weeks. I interviewed at UBS (New York, NY) in Jul 2025
Interview
It went very well, I thought the process was easy and the interactions were great! Overall, if you land this job, it would be a great stepping stone into a bigger role in the future.