I worked there, that's about it. - Recensione dipendente - Registered Client Service Associate presso UBS

2,0
25 nov 2008
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

As a financial advisor that was in a company that was purchased by UBS, I had no choice but to stay. One I was able to leave I did, since I did not like to have to push internal funds.

Svantaggi

They have the same issues as any overly large financial insititution; unless you are extremely..I mean extremely wealthy, you will not get as good as service that you would from your local, smaller financial institution. This is one the main reasons that I left. I would rather be able to work with my clients and help ensure their financial success based upon my knowledge, rather than some stuffed shirt.

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5,0
18 apr 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

work life balance, nice office, hybrid, fleixible

Svantaggi

none, i enjoy the work i do

1,0
6 giu 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Very minimal pros- you are working in a call center under managers with very little experience.

Svantaggi

Managers are useless. The greater organization refers to the Wealth Advice Center as the “WAC”… yes…. wack. It has a double meaning and the advisors on the ultra high net worth teams are known to make fun of this call center. Very unserious role.

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