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.
-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).
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
