UBS Wealth Management Mock Interview

Practice 35 UBS Wealth Management interview questions covering client relationships, market insights, and wealth advisory expertise.

WRITTEN BY RACHELLE ENNS
QUESTION 24 OF 35

How do you approach a client's rejection or objections?

This is an opportunity to advertise your merits by giving a sample of your client facing sales approach. A big part of that is how you close with clients who are more resistant or timid. Talk to the interviewer about any formal training you have in objection/rejection handling. Discuss how you handle, and bounce back from, rejection.

"I love the quote by Tom Hopkins that says, 'Begin always expecting good things to happen.' This quote encompasses my approach to sales and even client rejection. I know that my offering is better than the rest, and I stand behind my work and maintain integrity in everything that I do. The 'right' client for me is one that will see these qualities right away and be willing to hear me out, at the very least. When I hear the word 'no,' I understand 'not right now.' No is not forever, and I will continue to massage even the 'no' relationships until they turn into a yes!"

"To be a successful professional in the wealth management industry, I must rely on my reputation, referrals from others, and professional follow up. For these reasons, no matter how a customer rejection might make me feel, I vow to remain professional. I am a positive person by nature, so I when rejection comes my way, I will ask more questions to see if I can find the true source of the objection."

Rachelle Enns
35 QUESTIONS & ANSWERS · UBS WEALTH MANAGEMENT
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