Great if you are on the right team - Recensione dipendente - Financial Advisor Associate presso UBS

4,0
4 ott 2022
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

UBS has a lot of positives and training opportunities. They also strongly support the pursuit of additional education, certifications, and security licensing (and will sometimes reimburse you for them once completed!). They also give advisors and their clients access to many banking products and services that allow you to cross-sell and be a one-stop shop for your clients.

Svantaggi

Being on the right team is crucial. If you are not on the right team, their expectations for bringing in new assets and clients will be near impossible to reach. Very high standards and you don't get paid on accounts less than 250k. There is very little structure provided by the company (as they let you run your book as you want), so making sure you are on a team that has proven processes and procedures to bring in new accounts and maintain existing relationships is critical for success.

Esplora altre recensioni su UBS

5,0
29 giu 2026
Dipendente anonimo
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Supportive and collaborative team environment.

Svantaggi

Career progression may depend on team structure and available headcount.

3,0
28 giu 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Good Learning opportunities, Tech savvy compared to other banking / fintech companies

Svantaggi

Too much offshore, low cost resource strategies, Gap between functional & IT resources, CS merger favored many UBS employees and massive layoffs post UBS - CS merger. Hardly any bonus or pay increments.

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