UBS Wealth Advice Center, used to be great. - Recensione dipendente - Dipendente anonimo presso UBS

3,0
24 ott 2016
Dipendente anonimo
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Pay is alright and benefits packages can't be beat. You need to have a chess game mentality to climb up in the ranks here.

Svantaggi

Management from Merrill Lynch was brought in, in bulk along with the head Executive Director of Merrill Edge, Rich Steinmeier. There was a long transition process with these new managers. They changed the Investment Center which was mainly a service center, into a full blown sales model, complete with commission compensation, and an Investment Product guide that lists what the FAs can sell. Management runs a tight ship and trying to keep up with sales goals will burn you out. Once that happens you either need an exit strategy, or otherwise you will be fired and easily replaced by someone who will have 90 days to get a series 7 and 66, and then they begin selling products with little to no experience.

Esplora altre recensioni su UBS

5,0
4 lug 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

One of the biggest pros is brand value and global credibility. UBS is a top-tier global wealth management and investment bank, so having it on your resume immediately signals experience in a highly structured, regulated, and performance-driven environment. That tends to carry weight across financial services and corporate TA roles. Another major advantage is strong learning exposure. Because UBS operates across wealth management, investment banking, asset management, and corporate functions, employees usually get exposure to complex stakeholder groups, senior leadership, and high-volume, high-stakes hiring environments. For recruiting roles specifically, that often means experience with executive searches, niche skill sets, and global requisitions.

Svantaggi

other factor is workload during restructuring cycles or market downturns. Financial services recruiting is highly market-sensitive, so hiring freezes or sudden ramps are common. That can create uncertainty or shifting priorities in requisition ownership and pipeline planning. From a career perspective, role specialization can sometimes feel narrow. While UBS is large, some employees find they become highly specialized in one function (like wealth management or a specific region), which may require intentional effort to broaden experience.

3,0
5 lug 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Good benefits, easy managers and hybrid working

Svantaggi

Ongoing merger, layoffs and restructing

Vedi recensioni per: Utile|Valutazione|Data|Tutto