Skip to contentSkip to footer
  • Community
  • Jobs
  • Companies
  • Salaries
  • For employers
      Notifications

      Loading...

      Elevate your career

      Discover your earning potential, land dream jobs, and share work-life insights anonymously.

      employer cover photo
      employer logo
      employer logo

      UBS

      Engaged employer

      About
      Reviews
      Pay and benefits
      Jobs
      Interviews
      Interviews
      Related searches: UBS reviews | UBS jobs | UBS salaries | UBS benefits | UBS conversations
      UBS interviewsUBS Wealth Management interviewsUBS interview


      Glassdoor

      • About / Press
      • Awards
      • Blog
      • Research
      • Contact Us
      • Guides

      Employers

      • Free Employer Account
      • Employer Centre
      • Employers Blog

      Information

      • Help
      • Guidelines
      • Terms of Use
      • Privacy and Ad Choices
      • Do Not Sell Or Share My Information
      • Cookie Consent Tool
      • Security

      Work With Us

      • Advertisers
      • Careers
      Download the App

      • Browse by:
      • Companies
      • Jobs
      • Locations
      • Communities
      • Recent posts

      Copyright © 2008-2026. Indeed, Inc. "Glassdoor," "Worklife Pro," "Bowls" and logo are proprietary trademarks of Indeed, Inc.

      Company Bowl sample

      Want the inside scoop on your own company?

      Check out your Company Bowl for anonymous work chats.

      Bowls

      Get actionable career advice tailored to you by joining more bowls.

      Followed companies

      Stay ahead in opportunities and insider tips by following your dream companies.

      Job searches

      Get personalised job recommendations and updates by starting your searches.

      Wealth Management Interview

      25 Jan 2016
      Anonymous employee
      Opfikon
      Accepted offer
      Positive experience
      Difficult interview

      Application

      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?
      Answer question

      Other Wealth Management interview reviews for UBS

      Wealth Management Interview

      8 May 2026
      Anonymous employee
      Philadelphia, PA
      Accepted offer
      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).

      Wealth Management Interview

      18 Apr 2025
      Anonymous interview candidate
      New York, NY
      No offer
      Positive experience
      Average interview

      Application

      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?
      Answer question
      1

      Wealth Management Interview

      24 July 2024
      Anonymous interview candidate
      No offer
      Positive experience
      Average interview

      Application

      I interviewed at UBS

      Interview

      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
      Answer question
      1