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.
Perguntas de entrevista [1]
Pergunta 1
They asked me to go through my prospecting process
-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).
Fiz uma entrevista na empresa UBS (Weehawken, NJ).
Entrevista
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.
