-baseline acumen and ability to run a book, typical interview process, was very pleased.
-most of it was more qualitative and both parties “selling” themselves to one another (FA skill set, team etc. vs UBS scale, tools, internal support teams).
Altre recensioni di colloqui per Financial Advisor presso UBS
The interview was a series of phone calls with a few different advisors and managers as well as the team that I was potentially going to be hired and joining.
Domande di colloquio [1]
Domanda 1
They asked me to go through my prospecting process
Ho sostenuto un colloquio presso UBS (Weehawken, NJ)
Colloquio
2 rounds of interviews with training managers, conversational and behavioral mostly. Inquired about previous roles, leadership experience, financial planning knowledge. Training managers want to ensure prospects are willing to learn.
