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 18 OF 35

How does it emotionally impact you when you suffer a setback in your portfolio?

UBS Wealth Management is looking for candidates that can handle the ups-and-downs of the industry. Be prepared to discuss how you approach professional setbacks. Touch on the emotional impact, how you typically cope, and your philosophy and attitude when your wealth management portfolio takes a hit.

"As a commission-driven Financial Advisor, I am competitive with myself, my past performance, and hyper-targeted when it comes to achieving my goals. I become internally frustrated when I do not meet my goals or a 'done deal' with a client falls through. When this happens, I do a rundown of what I could have done differently, trying to pinpoint where things could have gone wrong. I aim to learn from the situation so that it doesn't hold me back again."

"I allow myself a moment to be frustrated when a setback occurs, but never in front of a client or colleague. I am very good at keeping my cool and maintaining positive energy. I've lost clients before, from what I perceived to be closed business, and it sometimes hurts, especially financially; however, I never let a situation like that hold me back. In fact, setbacks fuel me to work even harder the second time around."

Rachelle Enns
35 QUESTIONS & ANSWERS · UBS WEALTH MANAGEMENT
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